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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,342 | $97,729-71.0% | $83,830-66.2% | $135,379-79.1% |
| Participation rate | 95.0% | 80.0%+15.0pp | 76.1%+18.9pp | 82.6%+12.4pp |
| Annual return | -7.50% | 1287.52%-1295.0pp | 850.97%-858.5pp | 519.79%-527.3pp |
| Employer contribution / active EE | $6,806 | $4,222+61.2% | $3,631+87.4% | $4,779+42.4% |
| Participant deferral / active EE | $3,682 | $4,683-21.4% | $4,082-9.8% | $5,609-34.4% |
| Admin fee / account holder | $93 | $6,674-98.6% | $5,479-98.3% | $10,828-99.1% |