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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,007 | $138,075-67.4% | $123,552-63.6% | $135,379-66.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.14% | 153.70%-159.8pp | 119.20%-125.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,483 | $5,152-71.2% | $4,628-67.9% | $4,779-69.0% |
| Participant deferral / active EE | $5,256 | $6,800-22.7% | $6,426-18.2% | $5,609-6.3% |
| Admin fee / account holder | $189 | $10,917-98.3% | $9,285-98.0% | $10,828-98.3% |