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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,775 | $135,645-72.2% | $110,243-65.7% | $135,379-72.1% |
| Participation rate | 85.0% | 83.5%+1.5pp | 79.8%+5.2pp | 82.6%+2.4pp |
| Annual return | -8.31% | 513.24%-521.6pp | 314.76%-323.1pp | 519.79%-528.1pp |
| Employer contribution / active EE | $2,554 | $4,907-47.9% | $3,827-33.3% | $4,779-46.6% |
| Participant deferral / active EE | $6,147 | $5,507+11.6% | $4,672+31.6% | $5,609+9.6% |
| Admin fee / account holder | $182 | $11,458-98.4% | $8,548-97.9% | $10,828-98.3% |