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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,928 | $84,628-51.6% | $61,501-33.5% | $134,545-69.6% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -14.36% | 585.61%-600.0pp | 339.04%-353.4pp | 418.37%-432.7pp |
| Employer contribution / active EE | $1,529 | $1,545-1.0% | $1,160+31.8% | $4,742-67.8% |
| Participant deferral / active EE | $5,680 | $2,819+101.5% | $2,125+167.3% | $6,401-11.3% |
| Admin fee / account holder | -$39 | $2,587-101.5% | $2,132-101.8% | $11,431-100.3% |