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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,637 | $93,124-88.6% | $77,100-86.2% | $134,545-92.1% |
| Participation rate | 76.2% | 74.5%+1.7pp | 67.9%+8.3pp | 81.2%-5.0pp |
| Annual return | -14.08% | 62.68%-76.8pp | 42.35%-56.4pp | 418.37%-432.4pp |
| Employer contribution / active EE | $2,849 | $3,421-16.7% | $2,815+1.2% | $4,742-39.9% |
| Participant deferral / active EE | $1,182 | $5,242-77.5% | $4,430-73.3% | $6,401-81.5% |
| Admin fee / account holder | $42 | $6,970-99.4% | $5,443-99.2% | $11,431-99.6% |