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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,913 | $84,464-83.5% | $61,399-77.3% | $134,509-89.7% |
| Participation rate | 73.9% | 62.2%+11.7pp | 52.6%+21.3pp | 81.2%-7.3pp |
| Annual return | -17.75% | 585.06%-602.8pp | 338.81%-356.6pp | 418.13%-435.9pp |
| Employer contribution / active EE | $1,540 | $1,545-0.3% | $1,159+32.8% | $4,741-67.5% |
| Participant deferral / active EE | $2,437 | $2,818-13.5% | $2,124+14.7% | $6,400-61.9% |
| Admin fee / account holder | $279 | $2,587-89.2% | $2,131-86.9% | $11,427-97.6% |