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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,720 | $180,462-84.1% | $154,111-81.4% | $135,379-78.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.07% | 888.17%-895.2pp | 735.18%-742.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $1,606 | $6,036-73.4% | $5,298-69.7% | $4,779-66.4% |
| Participant deferral / active EE | $5,449 | $5,806-6.1% | $5,081+7.3% | $5,609-2.8% |
| Admin fee / account holder | $241 | $16,145-98.5% | $13,411-98.2% | $10,828-97.8% |