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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,349 | $82,674-0.4% | $125,381-34.3% | $68,486+20.2% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -18.55% | -5.97%-12.6pp | 572.31%-590.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $5,410 | $3,382+60.0% | $4,815+12.3% | $2,597+108.3% |
| Participant deferral / active EE | $7,366 | $6,111+20.5% | $7,448-1.1% | $4,028+82.9% |
| Admin fee / account holder | $100 | $6,277-98.4% | $10,007-99.0% | $5,404-98.2% |