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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,536 | $138,072-68.5% | $123,549-64.8% | $135,382-67.8% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -8.73% | 153.69%-162.4pp | 119.20%-127.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $1,312 | $5,152-74.5% | $4,628-71.7% | $4,779-72.6% |
| Participant deferral / active EE | $5,250 | $6,799-22.8% | $6,426-18.3% | $5,609-6.4% |
| Admin fee / account holder | $49 | $10,917-99.5% | $9,284-99.5% | $10,829-99.5% |