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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,840 | $84,628-84.8% | $61,501-79.1% | $134,545-90.5% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -20.16% | 585.61%-605.8pp | 339.04%-359.2pp | 418.37%-438.5pp |
| Employer contribution / active EE | $2,970 | $1,545+92.3% | $1,160+156.1% | $4,742-37.4% |
| Participant deferral / active EE | $8,954 | $2,819+217.7% | $2,125+321.4% | $6,401+39.9% |
| Admin fee / account holder | $181 | $2,587-93.0% | $2,132-91.5% | $11,431-98.4% |