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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,573 | $82,678-49.7% | $125,391-66.8% | $68,490-39.3% |
| Participation rate | 72.3% | 75.1%-2.8pp | 82.4%-10.1pp | 67.9%+4.4pp |
| Annual return | -17.71% | -5.97%-11.7pp | 572.41%-590.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $974 | $3,382-71.2% | $4,816-79.8% | $2,597-62.5% |
| Participant deferral / active EE | $3,894 | $6,111-36.3% | $7,448-47.7% | $4,028-3.3% |
| Admin fee / account holder | $173 | $6,277-97.2% | $10,009-98.3% | $5,403-96.8% |