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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,633 | $138,076-72.0% | $123,553-68.7% | $135,380-71.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.95% | 153.70%-161.6pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,164 | $5,152-58.0% | $4,628-53.2% | $4,779-54.7% |
| Participant deferral / active EE | $4,606 | $6,800-32.3% | $6,426-28.3% | $5,609-17.9% |
| Admin fee / account holder | $184 | $10,917-98.3% | $9,284-98.0% | $10,828-98.3% |