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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,216 | $133,981-74.5% | $112,249-69.5% | $134,532-74.6% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -20.19% | 47.16%-67.4pp | 27.48%-47.7pp | 418.27%-438.5pp |
| Employer contribution / active EE | $1,498 | $4,040-62.9% | $3,636-58.8% | $4,741-68.4% |
| Participant deferral / active EE | $1,994 | $5,292-62.3% | $4,729-57.8% | $6,401-68.8% |
| Admin fee / account holder | $50 | $7,492-99.3% | $6,412-99.2% | $11,429-99.6% |