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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,189 | $93,124-32.1% | $77,100-18.0% | $134,545-53.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.09% | 62.68%-83.8pp | 42.35%-63.4pp | 418.37%-439.5pp |
| Employer contribution / active EE | $1,903 | $3,421-44.4% | $2,815-32.4% | $4,742-59.9% |
| Participant deferral / active EE | $2,405 | $5,242-54.1% | $4,430-45.7% | $6,401-62.4% |
| Admin fee / account holder | $242 | $6,970-96.5% | $5,443-95.6% | $11,431-97.9% |