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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,531 | $54,370-82.5% | $82,763-88.5% | $68,490-86.1% |
| Participation rate | 94.7% | 63.9%+30.8pp | 72.6%+22.2pp | 67.9%+26.8pp |
| Annual return | -8.68% | -13.67%+5.0pp | 702.45%-711.1pp | -7.85%-0.8pp |
| Employer contribution / active EE | $4,772 | $2,219+115.0% | $3,008+58.6% | $2,597+83.8% |
| Participant deferral / active EE | $1,554 | $3,247-52.1% | $4,395-64.6% | $4,028-61.4% |
| Admin fee / account holder | $33 | $4,398-99.2% | $5,325-99.4% | $5,403-99.4% |