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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,361 | $168,635-75.5% | $147,617-72.0% | $125,389-67.0% |
| Participation rate | 76.5% | 88.8%-12.3pp | 84.6%-8.2pp | 83.2%-6.7pp |
| Annual return | -3.07% | 77.65%-80.7pp | 61.98%-65.1pp | 282.24%-285.3pp |
| Employer contribution / active EE | $1,306 | $6,252-79.1% | $5,564-76.5% | $4,866-73.2% |
| Participant deferral / active EE | $2,041 | $5,507-62.9% | $4,895-58.3% | $5,352-61.9% |
| Admin fee / account holder | $222 | $13,580-98.4% | $11,612-98.1% | $9,541-97.7% |