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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,813 | $90,607-28.5% | $79,467-18.4% | $135,380-52.1% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -5.49% | 977.74%-983.2pp | 718.30%-723.8pp | 519.81%-525.3pp |
| Employer contribution / active EE | $3,015 | $3,068-1.7% | $2,800+7.7% | $4,779-36.9% |
| Participant deferral / active EE | $5,001 | $4,050+23.5% | $3,704+35.0% | $5,609-10.8% |
| Admin fee / account holder | $25 | $5,895-99.6% | $5,104-99.5% | $10,828-99.8% |