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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,748 | $67,396-84.1% | $60,919-82.4% | $134,545-92.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.25% | 50.12%-63.4pp | 16.96%-30.2pp | 418.37%-431.6pp |
| Employer contribution / active EE | $957 | $3,101-69.1% | $2,704-64.6% | $4,742-79.8% |
| Participant deferral / active EE | $1,422 | $4,534-68.6% | $3,814-62.7% | $6,401-77.8% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |