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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,511 | $95,979-69.3% | $74,551-60.4% | $135,380-78.2% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -2.40% | 56.97%-59.4pp | 32.53%-34.9pp | 519.81%-522.2pp |
| Employer contribution / active EE | $1,285 | $2,716-52.7% | $1,961-34.5% | $4,779-73.1% |
| Participant deferral / active EE | $1,606 | $3,844-58.2% | $3,108-48.3% | $5,609-71.4% |
| Admin fee / account holder | $89 | $6,522-98.6% | $5,059-98.2% | $10,828-99.2% |