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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,553 | $75,962-67.7% | $154,108-84.1% | $64,173-61.7% |
| Participation rate | 93.5% | 70.4%+23.1pp | 83.0%+10.5pp | 69.6%+24.0pp |
| Annual return | -5.51% | 30.32%-35.8pp | 735.21%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,354 | $3,350-59.6% | $5,298-74.4% | $2,381-43.1% |
| Participant deferral / active EE | $1,756 | $3,175-44.7% | $5,081-65.4% | $3,470-49.4% |
| Admin fee / account holder | $201 | $5,589-96.4% | $13,411-98.5% | $4,887-95.9% |