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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,610 | $135,639-36.9% | $110,241-22.3% | $135,382-36.8% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -6.16% | 513.21%-519.4pp | 314.75%-320.9pp | 519.77%-525.9pp |
| Employer contribution / active EE | $1,762 | $4,907-64.1% | $3,827-53.9% | $4,779-63.1% |
| Participant deferral / active EE | $3,088 | $5,507-43.9% | $4,672-33.9% | $5,609-44.9% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |