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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,997 | $95,979-77.1% | $74,551-70.5% | $135,380-83.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.18% | 56.97%-64.2pp | 32.53%-39.7pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,171 | $2,716-56.9% | $1,961-40.3% | $4,779-75.5% |
| Participant deferral / active EE | $2,368 | $3,844-38.4% | $3,108-23.8% | $5,609-57.8% |
| Admin fee / account holder | $223 | $6,522-96.6% | $5,059-95.6% | $10,828-97.9% |