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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,129 | $92,684-48.1% | $82,706-41.8% | $134,509-64.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -15.76% | 945.84%-961.6pp | 701.76%-717.5pp | 418.13%-433.9pp |
| Employer contribution / active EE | $5,462 | $3,272+66.9% | $3,007+81.6% | $4,741+15.2% |
| Participant deferral / active EE | $5,931 | $4,800+23.6% | $4,394+35.0% | $6,400-7.3% |
| Admin fee / account holder | $171 | $5,982-97.1% | $5,329-96.8% | $11,427-98.5% |