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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,550 | $82,674-19.5% | $125,381-46.9% | $68,486-2.8% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -18.21% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.4pp |
| Employer contribution / active EE | $3,794 | $3,382+12.2% | $4,815-21.2% | $2,597+46.1% |
| Participant deferral / active EE | $5,492 | $6,111-10.1% | $7,448-26.3% | $4,028+36.4% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |