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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,097 | $129,959-85.3% | $104,301-81.7% | $134,532-85.8% |
| Participation rate | 90.9% | 79.5%+11.4pp | 73.3%+17.6pp | 81.2%+9.7pp |
| Annual return | -17.81% | 42.04%-59.9pp | 24.61%-42.4pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,712 | $4,185-35.2% | $3,373-19.6% | $4,741-42.8% |
| Participant deferral / active EE | $8,452 | $5,589+51.2% | $4,626+82.7% | $6,401+32.0% |
| Admin fee / account holder | $198 | $9,325-97.9% | $7,340-97.3% | $11,429-98.3% |