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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,365 | $92,684-52.1% | $82,706-46.4% | $134,509-67.0% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -13.78% | 945.84%-959.6pp | 701.76%-715.5pp | 418.13%-431.9pp |
| Employer contribution / active EE | $3,278 | $3,272+0.2% | $3,007+9.0% | $4,741-30.8% |
| Participant deferral / active EE | $5,052 | $4,800+5.3% | $4,394+15.0% | $6,400-21.1% |
| Admin fee / account holder | $4 | $5,982-99.9% | $5,329-99.9% | $11,427-100.0% |