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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,820 | $152,591-83.7% | $117,529-78.9% | $134,545-81.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.93% | 53.04%-70.0pp | 29.77%-46.7pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,300 | $5,576-76.7% | $4,179-68.9% | $4,742-72.6% |
| Participant deferral / active EE | $4,221 | $4,821-12.5% | $4,072+3.6% | $6,401-34.1% |
| Admin fee / account holder | $66 | $7,004-99.1% | $5,645-98.8% | $11,431-99.4% |