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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,589 | $92,766-58.4% | $82,763-53.4% | $134,545-71.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -19.55% | 946.97%-966.5pp | 702.45%-722.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $4,229 | $3,273+29.2% | $3,008+40.6% | $4,742-10.8% |
| Participant deferral / active EE | $4,168 | $4,802-13.2% | $4,395-5.2% | $6,401-34.9% |
| Admin fee / account holder | $3 | $5,978-99.9% | $5,325-99.9% | $11,431-100.0% |