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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,607 | $90,617-70.6% | $79,476-66.5% | $135,382-80.3% |
| Participation rate | 88.9% | 76.1%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -7.28% | 977.57%-984.9pp | 718.21%-725.5pp | 519.77%-527.1pp |
| Employer contribution / active EE | $2,787 | $3,068-9.2% | $2,800-0.5% | $4,779-41.7% |
| Participant deferral / active EE | $3,812 | $4,050-5.9% | $3,704+2.9% | $5,609-32.0% |
| Admin fee / account holder | $113 | $5,907-98.1% | $5,113-97.8% | $10,829-99.0% |