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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,003 | $133,998-88.1% | $112,263-85.7% | $134,545-88.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -18.57% | 47.17%-65.7pp | 27.49%-46.1pp | 418.37%-436.9pp |
| Employer contribution / active EE | $2,347 | $4,040-41.9% | $3,636-35.5% | $4,742-50.5% |
| Participant deferral / active EE | $2,669 | $5,292-49.6% | $4,729-43.6% | $6,401-58.3% |
| Admin fee / account holder | $101 | $7,493-98.7% | $6,410-98.4% | $11,431-99.1% |