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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,024 | $104,116-72.1% | $71,089-59.2% | $135,380-78.6% |
| Participation rate | 93.3% | 65.7%+27.7pp | 54.6%+38.7pp | 82.6%+10.7pp |
| Annual return | -3.03% | 1256.51%-1259.5pp | 650.65%-653.7pp | 519.81%-522.8pp |
| Employer contribution / active EE | $4,871 | $1,485+228.1% | $1,088+347.9% | $4,779+1.9% |
| Participant deferral / active EE | $5,213 | $2,524+106.6% | $1,873+178.4% | $5,609-7.1% |
| Admin fee / account holder | $48 | $4,142-98.9% | $3,082-98.5% | $10,828-99.6% |