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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,505 | $95,975-72.4% | $74,549-64.4% | $135,379-80.4% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -4.07% | 56.96%-61.0pp | 32.53%-36.6pp | 519.79%-523.9pp |
| Employer contribution / active EE | $445 | $2,716-83.6% | $1,961-77.3% | $4,779-90.7% |
| Participant deferral / active EE | $4,900 | $3,844+27.5% | $3,108+57.6% | $5,609-12.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |