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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,075 | $90,607-51.4% | $79,467-44.5% | $135,380-67.4% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -7.78% | 977.74%-985.5pp | 718.30%-726.1pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,908 | $3,068-37.8% | $2,800-31.9% | $4,779-60.1% |
| Participant deferral / active EE | $3,227 | $4,050-20.3% | $3,704-12.9% | $5,609-42.5% |
| Admin fee / account holder | $10 | $5,895-99.8% | $5,104-99.8% | $10,828-99.9% |