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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,603 | $138,102-86.5% | $125,381-85.2% | $134,532-86.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.97% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,449 | $5,245-72.4% | $4,815-69.9% | $4,741-69.4% |
| Participant deferral / active EE | $3,327 | $7,801-57.3% | $7,448-55.3% | $6,401-48.0% |
| Admin fee / account holder | $221 | $11,568-98.1% | $10,007-97.8% | $11,429-98.1% |