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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,117 | $138,075-81.8% | $123,552-79.7% | $135,379-81.4% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -7.98% | 153.70%-161.7pp | 119.20%-127.2pp | 519.79%-527.8pp |
| Employer contribution / active EE | $2,739 | $5,152-46.8% | $4,628-40.8% | $4,779-42.7% |
| Participant deferral / active EE | $5,472 | $6,800-19.5% | $6,426-14.8% | $5,609-2.4% |
| Admin fee / account holder | $10 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |