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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,899 | $88,603-73.0% | $69,890-65.8% | $134,545-82.2% |
| Participation rate | 95.7% | 74.9%+20.7pp | 70.5%+25.2pp | 81.2%+14.4pp |
| Annual return | -14.92% | 442.93%-457.9pp | 190.84%-205.8pp | 418.37%-433.3pp |
| Employer contribution / active EE | $2,652 | $3,236-18.0% | $2,560+3.6% | $4,742-44.1% |
| Participant deferral / active EE | $3,806 | $4,771-20.2% | $3,848-1.1% | $6,401-40.6% |
| Admin fee / account holder | $294 | $10,443-97.2% | $6,267-95.3% | $11,431-97.4% |