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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,816 | $92,766-67.9% | $82,763-64.0% | $134,545-77.8% |
| Participation rate | 87.0% | 75.2%+11.8pp | 72.6%+14.4pp | 81.2%+5.7pp |
| Annual return | -19.57% | 946.97%-966.5pp | 702.45%-722.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $4,850 | $3,273+48.2% | $3,008+61.2% | $4,742+2.3% |
| Participant deferral / active EE | $1,811 | $4,802-62.3% | $4,395-58.8% | $6,401-71.7% |
| Admin fee / account holder | $214 | $5,978-96.4% | $5,325-96.0% | $11,431-98.1% |