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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,333 | $168,636-66.0% | $147,618-61.2% | $125,388-54.3% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -3.13% | 77.65%-80.8pp | 61.98%-65.1pp | 282.24%-285.4pp |
| Employer contribution / active EE | $1,833 | $6,252-70.7% | $5,565-67.1% | $4,866-62.3% |
| Participant deferral / active EE | $6,595 | $5,507+19.8% | $4,895+34.7% | $5,352+23.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |