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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,143 | $90,617-13.8% | $79,476-1.7% | $135,382-42.3% |
| Participation rate | 88.9% | 76.1%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -7.14% | 977.57%-984.7pp | 718.21%-725.4pp | 519.77%-526.9pp |
| Employer contribution / active EE | $474 | $3,068-84.6% | $2,800-83.1% | $4,779-90.1% |
| Participant deferral / active EE | $3,306 | $4,050-18.4% | $3,704-10.8% | $5,609-41.1% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |