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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,044 | $138,075-80.4% | $123,552-78.1% | $135,379-80.0% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -8.34% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $3,483 | $5,152-32.4% | $4,628-24.8% | $4,779-27.1% |
| Participant deferral / active EE | $4,289 | $6,800-36.9% | $6,426-33.3% | $5,609-23.5% |
| Admin fee / account holder | $221 | $10,917-98.0% | $9,285-97.6% | $10,828-98.0% |