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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,025 | $88,603-62.7% | $69,890-52.7% | $134,545-75.5% |
| Participation rate | 90.5% | 74.9%+15.6pp | 70.5%+20.0pp | 81.2%+9.2pp |
| Annual return | -16.10% | 442.93%-459.0pp | 190.84%-206.9pp | 418.37%-434.5pp |
| Employer contribution / active EE | $3,394 | $3,236+4.9% | $2,560+32.6% | $4,742-28.4% |
| Participant deferral / active EE | $9,121 | $4,771+91.2% | $3,848+137.0% | $6,401+42.5% |
| Admin fee / account holder | $54 | $10,443-99.5% | $6,267-99.1% | $11,431-99.5% |