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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,853 | $138,076-64.6% | $123,553-60.5% | $135,380-63.9% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.97% | 153.70%-162.7pp | 119.21%-128.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $2,499 | $5,152-51.5% | $4,628-46.0% | $4,779-47.7% |
| Participant deferral / active EE | $5,544 | $6,800-18.5% | $6,426-13.7% | $5,609-1.2% |
| Admin fee / account holder | $87 | $10,917-99.2% | $9,284-99.1% | $10,828-99.2% |