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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,929 | $104,116-75.1% | $71,089-63.5% | $135,380-80.8% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.6%+20.4pp | 82.6%-7.6pp |
| Annual return | -3.40% | 1256.51%-1259.9pp | 650.65%-654.0pp | 519.81%-523.2pp |
| Employer contribution / active EE | $1,133 | $1,485-23.7% | $1,088+4.1% | $4,779-76.3% |
| Participant deferral / active EE | $3,203 | $2,524+26.9% | $1,873+71.0% | $5,609-42.9% |
| Admin fee / account holder | $249 | $4,142-94.0% | $3,082-91.9% | $10,828-97.7% |