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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,317 | $93,124-92.1% | $77,100-90.5% | $134,545-94.6% |
| Participation rate | 72.2% | 74.5%-2.3pp | 67.9%+4.3pp | 81.2%-9.0pp |
| Annual return | -20.38% | 62.68%-83.1pp | 42.35%-62.7pp | 418.37%-438.8pp |
| Employer contribution / active EE | $1,594 | $3,421-53.4% | $2,815-43.4% | $4,742-66.4% |
| Participant deferral / active EE | $2,475 | $5,242-52.8% | $4,430-44.1% | $6,401-61.3% |
| Admin fee / account holder | $186 | $6,970-97.3% | $5,443-96.6% | $11,431-98.4% |