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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,596 | $138,102-47.4% | $125,381-42.1% | $134,532-46.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -20.55% | 750.73%-771.3pp | 572.31%-592.9pp | 418.27%-438.8pp |
| Employer contribution / active EE | $2,479 | $5,245-52.7% | $4,815-48.5% | $4,741-47.7% |
| Participant deferral / active EE | $7,637 | $7,801-2.1% | $7,448+2.5% | $6,401+19.3% |
| Admin fee / account holder | $256 | $11,568-97.8% | $10,007-97.4% | $11,429-97.8% |