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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,379 | $92,684-31.6% | $82,706-23.4% | $134,509-52.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -19.12% | 945.84%-965.0pp | 701.76%-720.9pp | 418.13%-437.3pp |
| Employer contribution / active EE | $1,516 | $3,272-53.7% | $3,007-49.6% | $4,741-68.0% |
| Participant deferral / active EE | $7,594 | $4,800+58.2% | $4,394+72.9% | $6,400+18.7% |
| Admin fee / account holder | $15 | $5,982-99.7% | $5,329-99.7% | $11,427-99.9% |