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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,870 | $104,116-19.4% | $71,089+18.0% | $135,380-38.0% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.6%+20.4pp | 82.6%-7.6pp |
| Annual return | -6.61% | 1256.51%-1263.1pp | 650.65%-657.3pp | 519.81%-526.4pp |
| Employer contribution / active EE | $559 | $1,485-62.4% | $1,088-48.6% | $4,779-88.3% |
| Participant deferral / active EE | $699 | $2,524-72.3% | $1,873-62.7% | $5,609-87.5% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |