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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,955 | $82,674-71.0% | $125,381-80.9% | $68,486-65.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -17.79% | -5.97%-11.8pp | 572.31%-590.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,009 | $3,382-40.6% | $4,815-58.3% | $2,597-22.6% |
| Participant deferral / active EE | $3,062 | $6,111-49.9% | $7,448-58.9% | $4,028-24.0% |
| Admin fee / account holder | $201 | $6,277-96.8% | $10,007-98.0% | $5,404-96.3% |