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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,482 | $92,743-46.6% | $82,744-40.2% | $134,532-63.2% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | -16.99% | 946.63%-963.6pp | 702.22%-719.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $3,074 | $3,273-6.1% | $3,008+2.2% | $4,741-35.2% |
| Participant deferral / active EE | $4,208 | $4,802-12.4% | $4,395-4.2% | $6,401-34.3% |
| Admin fee / account holder | $69 | $5,977-98.8% | $5,325-98.7% | $11,429-99.4% |