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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,744 | $92,684-36.6% | $82,706-29.0% | $134,509-56.3% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -17.55% | 945.84%-963.4pp | 701.76%-719.3pp | 418.13%-435.7pp |
| Employer contribution / active EE | $2,990 | $3,272-8.6% | $3,007-0.6% | $4,741-36.9% |
| Participant deferral / active EE | $4,881 | $4,800+1.7% | $4,394+11.1% | $6,400-23.7% |
| Admin fee / account holder | $4 | $5,982-99.9% | $5,329-99.9% | $11,427-100.0% |