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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,446 | $75,962-70.5% | $154,108-85.4% | $64,173-65.0% |
| Participation rate | 78.6% | 70.4%+8.2pp | 83.0%-4.5pp | 69.6%+9.0pp |
| Annual return | -4.66% | 30.32%-35.0pp | 735.21%-739.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,564 | $3,350-53.3% | $5,298-70.5% | $2,381-34.3% |
| Participant deferral / active EE | $1,690 | $3,175-46.8% | $5,081-66.7% | $3,470-51.3% |
| Admin fee / account holder | $135 | $5,589-97.6% | $13,411-99.0% | $4,887-97.2% |