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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,941 | $138,076-69.6% | $123,553-66.1% | $135,380-69.0% |
| Participation rate | 82.4% | 84.7%-2.4pp | 82.3%+0.1pp | 82.6%-0.3pp |
| Annual return | -2.71% | 153.70%-156.4pp | 119.21%-121.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $2,462 | $5,152-52.2% | $4,628-46.8% | $4,779-48.5% |
| Participant deferral / active EE | $9,234 | $6,800+35.8% | $6,426+43.7% | $5,609+64.6% |
| Admin fee / account holder | $200 | $10,917-98.2% | $9,284-97.8% | $10,828-98.2% |