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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,642 | $138,102-85.1% | $125,381-83.5% | $134,532-84.7% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -17.43% | 750.73%-768.2pp | 572.31%-589.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,061 | $5,245-79.8% | $4,815-78.0% | $4,741-77.6% |
| Participant deferral / active EE | $2,883 | $7,801-63.0% | $7,448-61.3% | $6,401-55.0% |
| Admin fee / account holder | $85 | $11,568-99.3% | $10,007-99.1% | $11,429-99.3% |