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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,079 | $92,684-61.1% | $82,706-56.4% | $134,509-73.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.80% | 945.84%-962.6pp | 701.76%-718.6pp | 418.13%-434.9pp |
| Employer contribution / active EE | $3,444 | $3,272+5.3% | $3,007+14.5% | $4,741-27.3% |
| Participant deferral / active EE | $6,825 | $4,800+42.2% | $4,394+55.3% | $6,400+6.6% |
| Admin fee / account holder | $13 | $5,982-99.8% | $5,329-99.8% | $11,427-99.9% |