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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,149 | $138,075-52.8% | $123,552-47.3% | $135,379-51.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.93% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $1,985 | $5,152-61.5% | $4,628-57.1% | $4,779-58.5% |
| Participant deferral / active EE | $6,870 | $6,800+1.0% | $6,426+6.9% | $5,609+22.5% |
| Admin fee / account holder | $208 | $10,917-98.1% | $9,285-97.8% | $10,828-98.1% |