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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,277 | $84,551-52.4% | $61,452-34.5% | $134,532-70.1% |
| Participation rate | 92.9% | 62.2%+30.7pp | 52.6%+40.3pp | 81.2%+11.6pp |
| Annual return | -16.97% | 585.39%-602.4pp | 338.96%-355.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $5,085 | $1,545+229.2% | $1,160+338.5% | $4,741+7.3% |
| Participant deferral / active EE | $5,451 | $2,818+93.4% | $2,125+156.6% | $6,401-14.8% |
| Admin fee / account holder | $230 | $2,587-91.1% | $2,131-89.2% | $11,429-98.0% |