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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,730 | $90,606+0.1% | $79,466+14.2% | $135,379-33.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -7.05% | 977.69%-984.7pp | 718.28%-725.3pp | 519.79%-526.8pp |
| Employer contribution / active EE | $1,221 | $3,068-60.2% | $2,800-56.4% | $4,779-74.5% |
| Participant deferral / active EE | $1,881 | $4,050-53.6% | $3,704-49.2% | $5,609-66.5% |
| Admin fee / account holder | $53 | $5,895-99.1% | $5,104-99.0% | $10,828-99.5% |