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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,329 | $97,761-68.0% | $83,850-62.6% | $135,382-76.9% |
| Participation rate | 95.8% | 80.0%+15.9pp | 76.1%+19.7pp | 82.6%+13.2pp |
| Annual return | -7.99% | 1287.44%-1295.4pp | 850.92%-858.9pp | 519.77%-527.8pp |
| Employer contribution / active EE | $4,701 | $4,222+11.4% | $3,631+29.5% | $4,779-1.6% |
| Participant deferral / active EE | $3,963 | $4,682-15.4% | $4,082-2.9% | $5,609-29.4% |
| Admin fee / account holder | $239 | $6,674-96.4% | $5,478-95.6% | $10,829-97.8% |