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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,156 | $90,607-74.4% | $79,467-70.9% | $135,380-82.9% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -9.43% | 977.74%-987.2pp | 718.30%-727.7pp | 519.81%-529.2pp |
| Employer contribution / active EE | $2,430 | $3,068-20.8% | $2,800-13.2% | $4,779-49.2% |
| Participant deferral / active EE | $4,174 | $4,050+3.1% | $3,704+12.7% | $5,609-25.6% |
| Admin fee / account holder | $50 | $5,895-99.1% | $5,104-99.0% | $10,828-99.5% |