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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,815 | $75,962-51.5% | $154,108-76.1% | $64,173-42.6% |
| Participation rate | 73.3% | 70.4%+2.9pp | 83.0%-9.7pp | 69.6%+3.8pp |
| Annual return | -6.81% | 30.32%-37.1pp | 735.21%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $493 | $3,350-85.3% | $5,298-90.7% | $2,381-79.3% |
| Participant deferral / active EE | $2,405 | $3,175-24.2% | $5,081-52.7% | $3,470-30.7% |
| Admin fee / account holder | $221 | $5,589-96.0% | $13,411-98.3% | $4,887-95.5% |