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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,256 | $133,981-67.7% | $112,249-61.5% | $134,532-67.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -17.66% | 47.16%-64.8pp | 27.48%-45.1pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,798 | $4,040-55.5% | $3,636-50.6% | $4,741-62.1% |
| Participant deferral / active EE | $3,550 | $5,292-32.9% | $4,729-24.9% | $6,401-44.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |