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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,953 | $100,811-82.2% | $86,698-79.3% | $134,545-86.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.06% | 29.11%-47.2pp | 35.96%-54.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $1,578 | $3,490-54.8% | $2,837-44.4% | $4,742-66.7% |
| Participant deferral / active EE | $1,911 | $5,339-64.2% | $4,656-59.0% | $6,401-70.1% |
| Admin fee / account holder | $34 | $10,926-99.7% | $7,492-99.5% | $11,431-99.7% |