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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,363 | $133,998-82.6% | $112,263-79.2% | $134,545-82.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -18.23% | 47.17%-65.4pp | 27.49%-45.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $2,149 | $4,040-46.8% | $3,636-40.9% | $4,742-54.7% |
| Participant deferral / active EE | $4,990 | $5,292-5.7% | $4,729+5.5% | $6,401-22.0% |
| Admin fee / account holder | $20 | $7,493-99.7% | $6,410-99.7% | $11,431-99.8% |