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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,122 | $67,372-56.8% | $60,906-52.2% | $134,532-78.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.24% | 50.05%-65.3pp | 16.94%-32.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $789 | $3,099-74.5% | $2,703-70.8% | $4,741-83.4% |
| Participant deferral / active EE | $1,103 | $4,532-75.7% | $3,814-71.1% | $6,401-82.8% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |