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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,943 | $133,981-83.6% | $112,249-80.5% | $134,532-83.7% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -19.42% | 47.16%-66.6pp | 27.48%-46.9pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,388 | $4,040-40.9% | $3,636-34.3% | $4,741-49.6% |
| Participant deferral / active EE | $4,500 | $5,292-15.0% | $4,729-4.9% | $6,401-29.7% |
| Admin fee / account holder | $20 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |