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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,518 | $90,606-78.5% | $79,466-75.4% | $135,379-85.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -4.01% | 977.69%-981.7pp | 718.28%-722.3pp | 519.79%-523.8pp |
| Employer contribution / active EE | $3,010 | $3,068-1.9% | $2,800+7.5% | $4,779-37.0% |
| Participant deferral / active EE | $4,044 | $4,050-0.1% | $3,704+9.2% | $5,609-27.9% |
| Admin fee / account holder | $155 | $5,895-97.4% | $5,104-97.0% | $10,828-98.6% |