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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,859 | $84,628-90.7% | $61,501-87.2% | $134,545-94.2% |
| Participation rate | 76.2% | 62.2%+14.0pp | 52.6%+23.6pp | 81.2%-5.0pp |
| Annual return | -19.71% | 585.61%-605.3pp | 339.04%-358.8pp | 418.37%-438.1pp |
| Employer contribution / active EE | $2,770 | $1,545+79.3% | $1,160+138.9% | $4,742-41.6% |
| Participant deferral / active EE | $2,571 | $2,819-8.8% | $2,125+21.0% | $6,401-59.8% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |