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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,761 | $45,566-23.7% | $64,105-45.8% | $59,633-41.7% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -0.69% | 4.95%-5.6pp | 791.24%-791.9pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,652 | $934+76.8% | $1,820-9.2% | $2,203-25.0% |
| Participant deferral / active EE | $1,653 | $2,057-19.6% | $2,822-41.4% | $3,192-48.2% |
| Admin fee / account holder | $242 | $3,268-92.6% | $4,499-94.6% | $4,297-94.4% |