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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,817 | $95,975-74.1% | $74,549-66.7% | $135,379-81.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.46% | 56.96%-65.4pp | 32.53%-41.0pp | 519.79%-528.3pp |
| Employer contribution / active EE | $1,523 | $2,716-43.9% | $1,961-22.3% | $4,779-68.1% |
| Participant deferral / active EE | $3,937 | $3,844+2.4% | $3,108+26.7% | $5,609-29.8% |
| Admin fee / account holder | $166 | $6,522-97.5% | $5,059-96.7% | $10,828-98.5% |