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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,185 | $84,628-54.9% | $61,501-37.9% | $134,545-71.6% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -15.96% | 585.61%-601.6pp | 339.04%-355.0pp | 418.37%-434.3pp |
| Employer contribution / active EE | $7,590 | $1,545+391.3% | $1,160+554.5% | $4,742+60.1% |
| Participant deferral / active EE | $2,262 | $2,819-19.7% | $2,125+6.5% | $6,401-64.7% |
| Admin fee / account holder | $264 | $2,587-89.8% | $2,132-87.6% | $11,431-97.7% |