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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,971 | $104,106-89.5% | $71,086-84.6% | $135,382-91.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.01% | 1256.30%-1264.3pp | 650.59%-658.6pp | 519.77%-527.8pp |
| Employer contribution / active EE | $873 | $1,485-41.2% | $1,088-19.8% | $4,779-81.7% |
| Participant deferral / active EE | $1,881 | $2,527-25.6% | $1,874+0.3% | $5,609-66.5% |
| Admin fee / account holder | $257 | $4,142-93.8% | $3,082-91.7% | $10,829-97.6% |