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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,833 | $84,551-9.1% | $61,452+25.0% | $134,532-42.9% |
| Participation rate | 90.0% | 62.2%+27.8pp | 52.6%+37.4pp | 81.2%+8.8pp |
| Annual return | -16.98% | 585.39%-602.4pp | 338.96%-355.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,213 | $1,545-21.5% | $1,160+4.6% | $4,741-74.4% |
| Participant deferral / active EE | $2,638 | $2,818-6.4% | $2,125+24.2% | $6,401-58.8% |
| Admin fee / account holder | $300 | $2,587-88.4% | $2,131-85.9% | $11,429-97.4% |