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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,701 | $93,117-79.9% | $77,096-75.7% | $134,532-86.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.66% | 62.67%-80.3pp | 42.35%-60.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,607 | $3,420-53.0% | $2,814-42.9% | $4,741-66.1% |
| Participant deferral / active EE | $2,861 | $5,241-45.4% | $4,429-35.4% | $6,401-55.3% |
| Admin fee / account holder | $20 | $6,948-99.7% | $5,428-99.6% | $11,429-99.8% |