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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,025 | $84,464-89.3% | $61,399-85.3% | $134,509-93.3% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -19.15% | 585.06%-604.2pp | 338.81%-358.0pp | 418.13%-437.3pp |
| Employer contribution / active EE | $1,192 | $1,545-22.8% | $1,159+2.8% | $4,741-74.8% |
| Participant deferral / active EE | $1,396 | $2,818-50.5% | $2,124-34.3% | $6,400-78.2% |
| Admin fee / account holder | $8 | $2,587-99.7% | $2,131-99.6% | $11,427-99.9% |