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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,161 | $133,981-71.5% | $112,249-66.0% | $134,532-71.6% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -18.60% | 47.16%-65.8pp | 27.48%-46.1pp | 418.27%-436.9pp |
| Employer contribution / active EE | $3,075 | $4,040-23.9% | $3,636-15.4% | $4,741-35.1% |
| Participant deferral / active EE | $1,943 | $5,292-63.3% | $4,729-58.9% | $6,401-69.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |