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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,049 | $106,551-8.0% | $91,225+7.5% | $134,532-27.1% |
| Participation rate | 82.6% | 76.8%+5.8pp | 73.2%+9.4pp | 81.2%+1.4pp |
| Annual return | -16.38% | 160.78%-177.2pp | 114.12%-130.5pp | 418.27%-434.6pp |
| Employer contribution / active EE | $738 | $3,331-77.8% | $2,851-74.1% | $4,741-84.4% |
| Participant deferral / active EE | $3,464 | $4,718-26.6% | $4,233-18.2% | $6,401-45.9% |
| Admin fee / account holder | $244 | $6,234-96.1% | $5,422-95.5% | $11,429-97.9% |