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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,620 | $129,959-81.8% | $104,301-77.4% | $134,532-82.4% |
| Participation rate | 71.4% | 79.5%-8.1pp | 73.3%-1.8pp | 81.2%-9.8pp |
| Annual return | -17.56% | 42.04%-59.6pp | 24.61%-42.2pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,054 | $4,185-74.8% | $3,373-68.8% | $4,741-77.8% |
| Participant deferral / active EE | $3,791 | $5,589-32.2% | $4,626-18.0% | $6,401-40.8% |
| Admin fee / account holder | $16 | $9,325-99.8% | $7,340-99.8% | $11,429-99.9% |