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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,918 | $97,732-28.5% | $83,831-16.6% | $135,380-48.4% |
| Participation rate | 87.0% | 80.0%+7.0pp | 76.1%+10.8pp | 82.6%+4.3pp |
| Annual return | -7.72% | 1287.56%-1295.3pp | 850.99%-858.7pp | 519.81%-527.5pp |
| Employer contribution / active EE | $1,739 | $4,222-58.8% | $3,631-52.1% | $4,779-63.6% |
| Participant deferral / active EE | $2,346 | $4,683-49.9% | $4,082-42.5% | $5,609-58.2% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |