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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,928 | $97,729-25.4% | $83,830-13.0% | $135,379-46.1% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -6.79% | 1287.52%-1294.3pp | 850.97%-857.8pp | 519.79%-526.6pp |
| Employer contribution / active EE | $11,478 | $4,222+171.9% | $3,631+216.1% | $4,779+140.2% |
| Participant deferral / active EE | $8,965 | $4,683+91.5% | $4,082+119.6% | $5,609+59.8% |
| Admin fee / account holder | $256 | $6,674-96.2% | $5,479-95.3% | $10,828-97.6% |