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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,284 | $138,075-70.8% | $123,552-67.4% | $135,379-70.2% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -6.74% | 153.70%-160.4pp | 119.20%-125.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $3,250 | $5,152-36.9% | $4,628-29.8% | $4,779-32.0% |
| Participant deferral / active EE | $6,658 | $6,800-2.1% | $6,426+3.6% | $5,609+18.7% |
| Admin fee / account holder | $259 | $10,917-97.6% | $9,285-97.2% | $10,828-97.6% |