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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,856 | $92,766-30.1% | $82,763-21.6% | $134,545-51.8% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -18.29% | 946.97%-965.3pp | 702.45%-720.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $3,987 | $3,273+21.8% | $3,008+32.5% | $4,742-15.9% |
| Participant deferral / active EE | $4,686 | $4,802-2.4% | $4,395+6.6% | $6,401-26.8% |
| Admin fee / account holder | $3 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |