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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,896 | $97,732-16.2% | $83,831-2.3% | $135,380-39.5% |
| Participation rate | 84.2% | 80.0%+4.3pp | 76.1%+8.1pp | 82.6%+1.6pp |
| Annual return | -9.20% | 1287.56%-1296.8pp | 850.99%-860.2pp | 519.81%-529.0pp |
| Employer contribution / active EE | $1,455 | $4,222-65.5% | $3,631-59.9% | $4,779-69.5% |
| Participant deferral / active EE | $3,752 | $4,683-19.9% | $4,082-8.1% | $5,609-33.1% |
| Admin fee / account holder | $114 | $6,675-98.3% | $5,479-97.9% | $10,828-98.9% |