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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,248 | $138,075-73.0% | $123,552-69.9% | $135,379-72.5% |
| Participation rate | 73.7% | 84.7%-11.1pp | 82.3%-8.6pp | 82.6%-9.0pp |
| Annual return | -7.13% | 153.70%-160.8pp | 119.20%-126.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $3,313 | $5,152-35.7% | $4,628-28.4% | $4,779-30.7% |
| Participant deferral / active EE | $2,868 | $6,800-57.8% | $6,426-55.4% | $5,609-48.9% |
| Admin fee / account holder | $50 | $10,917-99.5% | $9,285-99.5% | $10,828-99.5% |