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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,456 | $92,766-84.4% | $82,763-82.5% | $134,545-89.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -11.06% | 946.97%-958.0pp | 702.45%-713.5pp | 418.37%-429.4pp |
| Employer contribution / active EE | $2,183 | $3,273-33.3% | $3,008-27.4% | $4,742-54.0% |
| Participant deferral / active EE | $1,998 | $4,802-58.4% | $4,395-54.5% | $6,401-68.8% |
| Admin fee / account holder | $116 | $5,978-98.1% | $5,325-97.8% | $11,431-99.0% |