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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,805 | $180,459-82.4% | $154,108-79.4% | $135,380-76.5% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -7.97% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,753 | $6,035-70.9% | $5,298-66.9% | $4,779-63.3% |
| Participant deferral / active EE | $4,317 | $5,806-25.7% | $5,081-15.0% | $5,609-23.0% |
| Admin fee / account holder | $236 | $16,145-98.5% | $13,411-98.2% | $10,828-97.8% |