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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,186 | $133,998-87.2% | $112,263-84.7% | $134,545-87.2% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -20.11% | 47.17%-67.3pp | 27.49%-47.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $2,462 | $4,040-39.1% | $3,636-32.3% | $4,742-48.1% |
| Participant deferral / active EE | $5,314 | $5,292+0.4% | $4,729+12.4% | $6,401-17.0% |
| Admin fee / account holder | $3 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |