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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,530 | $82,674-74.0% | $125,358-82.8% | $68,498-68.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -18.99% | -5.97%-13.0pp | 572.03%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $6,421 | $3,381+89.9% | $4,814+33.4% | $2,596+147.3% |
| Participant deferral / active EE | $6,401 | $6,111+4.7% | $7,447-14.0% | $4,027+58.9% |
| Admin fee / account holder | $130 | $6,276-97.9% | $10,007-98.7% | $5,403-97.6% |