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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,004 | $104,116-51.0% | $71,089-28.3% | $135,380-62.3% |
| Participation rate | 70.0% | 65.7%+4.3pp | 54.6%+15.4pp | 82.6%-12.6pp |
| Annual return | -7.87% | 1256.51%-1264.4pp | 650.65%-658.5pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,771 | $1,485+19.3% | $1,088+62.8% | $4,779-62.9% |
| Participant deferral / active EE | $3,437 | $2,524+36.2% | $1,873+83.5% | $5,609-38.7% |
| Admin fee / account holder | $207 | $4,142-95.0% | $3,082-93.3% | $10,828-98.1% |