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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,406 | $93,117-58.8% | $77,096-50.2% | $134,532-71.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.86% | 62.67%-79.5pp | 42.35%-59.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,776 | $3,420-48.1% | $2,814-36.9% | $4,741-62.5% |
| Participant deferral / active EE | $2,972 | $5,241-43.3% | $4,429-32.9% | $6,401-53.6% |
| Admin fee / account holder | $67 | $6,948-99.0% | $5,428-98.8% | $11,429-99.4% |