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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,724 | $92,684-85.2% | $82,706-83.4% | $134,509-89.8% |
| Participation rate | 82.4% | 75.2%+7.2pp | 72.6%+9.8pp | 81.2%+1.1pp |
| Annual return | -20.25% | 945.84%-966.1pp | 701.76%-722.0pp | 418.13%-438.4pp |
| Employer contribution / active EE | $1,706 | $3,272-47.9% | $3,007-43.3% | $4,741-64.0% |
| Participant deferral / active EE | $3,984 | $4,800-17.0% | $4,394-9.3% | $6,400-37.7% |
| Admin fee / account holder | $267 | $5,982-95.5% | $5,329-95.0% | $11,427-97.7% |