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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,778 | $138,076-79.2% | $123,553-76.7% | $135,380-78.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.50% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $2,040 | $5,152-60.4% | $4,628-55.9% | $4,779-57.3% |
| Participant deferral / active EE | $2,660 | $6,800-60.9% | $6,426-58.6% | $5,609-52.6% |
| Admin fee / account holder | $40 | $10,917-99.6% | $9,284-99.6% | $10,828-99.6% |