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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,286 | $152,597-88.0% | $117,533-84.4% | $134,532-86.4% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -19.27% | 53.04%-72.3pp | 29.77%-49.0pp | 418.27%-437.5pp |
| Employer contribution / active EE | $1,071 | $5,576-80.8% | $4,179-74.4% | $4,741-77.4% |
| Participant deferral / active EE | $1,934 | $4,821-59.9% | $4,072-52.5% | $6,401-69.8% |
| Admin fee / account holder | $250 | $7,007-96.4% | $5,647-95.6% | $11,429-97.8% |