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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,828 | $75,962-64.7% | $154,111-82.6% | $64,173-58.2% |
| Participation rate | 87.5% | 70.4%+17.1pp | 83.0%+4.5pp | 69.6%+17.9pp |
| Annual return | -6.13% | 30.32%-36.5pp | 735.18%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $952 | $3,350-71.6% | $5,298-82.0% | $2,381-60.0% |
| Participant deferral / active EE | $1,163 | $3,175-63.4% | $5,081-77.1% | $3,470-66.5% |
| Admin fee / account holder | $120 | $5,589-97.9% | $13,411-99.1% | $4,887-97.5% |