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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,197 | $138,072-70.2% | $123,549-66.7% | $135,382-69.6% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.75% | 153.69%-162.4pp | 119.20%-128.0pp | 519.77%-528.5pp |
| Employer contribution / active EE | $1,388 | $5,152-73.1% | $4,628-70.0% | $4,779-70.9% |
| Participant deferral / active EE | $4,303 | $6,799-36.7% | $6,426-33.0% | $5,609-23.3% |
| Admin fee / account holder | -$5 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |