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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,133 | $95,975-70.7% | $74,549-62.3% | $135,379-79.2% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -6.60% | 56.96%-63.6pp | 32.53%-39.1pp | 519.79%-526.4pp |
| Employer contribution / active EE | $1,520 | $2,716-44.0% | $1,961-22.5% | $4,779-68.2% |
| Participant deferral / active EE | $4,970 | $3,844+29.3% | $3,108+59.9% | $5,609-11.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |