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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,610 | $138,072-63.3% | $123,549-59.0% | $135,382-62.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -4.69% | 153.69%-158.4pp | 119.20%-123.9pp | 519.77%-524.5pp |
| Employer contribution / active EE | $1,020 | $5,152-80.2% | $4,628-78.0% | $4,779-78.7% |
| Participant deferral / active EE | $3,071 | $6,799-54.8% | $6,426-52.2% | $5,609-45.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |