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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,837 | $84,628-57.7% | $61,501-41.7% | $134,545-73.4% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -19.08% | 585.61%-604.7pp | 339.04%-358.1pp | 418.37%-437.4pp |
| Employer contribution / active EE | $1,627 | $1,545+5.3% | $1,160+40.3% | $4,742-65.7% |
| Participant deferral / active EE | $2,811 | $2,819-0.3% | $2,125+32.3% | $6,401-56.1% |
| Admin fee / account holder | $20 | $2,587-99.2% | $2,132-99.1% | $11,431-99.8% |