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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,042 | $138,076-67.4% | $123,553-63.5% | $135,380-66.7% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.27% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $2,395 | $5,152-53.5% | $4,628-48.3% | $4,779-49.9% |
| Participant deferral / active EE | $6,161 | $6,800-9.4% | $6,426-4.1% | $5,609+9.8% |
| Admin fee / account holder | $286 | $10,917-97.4% | $9,284-96.9% | $10,828-97.4% |