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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,413 | $97,732-14.7% | $83,831-0.5% | $135,380-38.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -5.92% | 1287.56%-1293.5pp | 850.99%-856.9pp | 519.81%-525.7pp |
| Employer contribution / active EE | $3,611 | $4,222-14.5% | $3,631-0.5% | $4,779-24.4% |
| Participant deferral / active EE | $9,327 | $4,683+99.2% | $4,082+128.5% | $5,609+66.3% |
| Admin fee / account holder | $20 | $6,675-99.7% | $5,479-99.6% | $10,828-99.8% |