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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,838 | $84,628-2.1% | $61,501+34.7% | $134,545-38.4% |
| Participation rate | 88.9% | 62.2%+26.7pp | 52.6%+36.3pp | 81.2%+7.7pp |
| Annual return | -20.74% | 585.61%-606.3pp | 339.04%-359.8pp | 418.37%-439.1pp |
| Employer contribution / active EE | $2,131 | $1,545+38.0% | $1,160+83.8% | $4,742-55.1% |
| Participant deferral / active EE | $4,897 | $2,819+73.8% | $2,125+130.5% | $6,401-23.5% |
| Admin fee / account holder | $296 | $2,587-88.6% | $2,132-86.1% | $11,431-97.4% |