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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,860 | $90,607-61.5% | $79,467-56.1% | $135,380-74.3% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -5.88% | 977.74%-983.6pp | 718.30%-724.2pp | 519.81%-525.7pp |
| Employer contribution / active EE | $2,063 | $3,068-32.8% | $2,800-26.3% | $4,779-56.8% |
| Participant deferral / active EE | $3,613 | $4,050-10.8% | $3,704-2.5% | $5,609-35.6% |
| Admin fee / account holder | $17 | $5,895-99.7% | $5,104-99.7% | $10,828-99.8% |