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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,061 | $67,372-73.2% | $60,906-70.3% | $134,532-86.6% |
| Participation rate | 86.4% | 76.2%+10.2pp | 73.1%+13.3pp | 81.2%+5.1pp |
| Annual return | -16.52% | 50.05%-66.6pp | 16.94%-33.5pp | 418.27%-434.8pp |
| Employer contribution / active EE | $1,153 | $3,099-62.8% | $2,703-57.3% | $4,741-75.7% |
| Participant deferral / active EE | $3,752 | $4,532-17.2% | $3,814-1.6% | $6,401-41.4% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |