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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,538 | $138,078-88.7% | $125,363-87.6% | $134,509-88.4% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -10.27% | 750.49%-760.8pp | 572.15%-582.4pp | 418.13%-428.4pp |
| Employer contribution / active EE | $2,373 | $5,245-54.8% | $4,815-50.7% | $4,741-49.9% |
| Participant deferral / active EE | $3,344 | $7,800-57.1% | $7,447-55.1% | $6,400-47.8% |
| Admin fee / account holder | $55 | $11,566-99.5% | $10,005-99.4% | $11,427-99.5% |