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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,798 | $135,639-46.3% | $110,241-34.0% | $135,382-46.2% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.8%-7.6pp | 82.6%-10.4pp |
| Annual return | -8.01% | 513.21%-521.2pp | 314.75%-322.8pp | 519.77%-527.8pp |
| Employer contribution / active EE | $1,299 | $4,907-73.5% | $3,827-66.1% | $4,779-72.8% |
| Participant deferral / active EE | $3,700 | $5,507-32.8% | $4,672-20.8% | $5,609-34.0% |
| Admin fee / account holder | $152 | $11,457-98.7% | $8,548-98.2% | $10,829-98.6% |