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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,228 | $104,106-84.4% | $71,086-77.2% | $135,382-88.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -9.47% | 1256.30%-1265.8pp | 650.59%-660.1pp | 519.77%-529.2pp |
| Employer contribution / active EE | $1,242 | $1,485-16.4% | $1,088+14.2% | $4,779-74.0% |
| Participant deferral / active EE | $1,254 | $2,527-50.4% | $1,874-33.1% | $5,609-77.6% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |