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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,121 | $67,396-61.2% | $60,919-57.1% | $134,545-80.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -14.86% | 50.12%-65.0pp | 16.96%-31.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $3,403 | $3,101+9.7% | $2,704+25.8% | $4,742-28.2% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $285 | $4,590-93.8% | $3,228-91.2% | $11,431-97.5% |