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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,006 | $84,628-70.5% | $61,501-59.3% | $134,545-81.4% |
| Participation rate | 87.5% | 62.2%+25.3pp | 52.6%+34.9pp | 81.2%+6.3pp |
| Annual return | -18.79% | 585.61%-604.4pp | 339.04%-357.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,525 | $1,545-1.3% | $1,160+31.5% | $4,742-67.8% |
| Participant deferral / active EE | $4,467 | $2,819+58.5% | $2,125+110.3% | $6,401-30.2% |
| Admin fee / account holder | $206 | $2,587-92.0% | $2,132-90.3% | $11,431-98.2% |