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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,389 | $106,557-12.4% | $91,227+2.4% | $134,545-30.6% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -9.75% | 160.81%-170.6pp | 114.14%-123.9pp | 418.37%-428.1pp |
| Employer contribution / active EE | $1,808 | $3,332-45.7% | $2,851-36.6% | $4,742-61.9% |
| Participant deferral / active EE | $2,884 | $4,719-38.9% | $4,234-31.9% | $6,401-54.9% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |