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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,975 | $106,549-85.9% | $91,225-83.6% | $134,509-88.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.91% | 160.73%-176.6pp | 114.10%-130.0pp | 418.13%-434.0pp |
| Employer contribution / active EE | $905 | $3,331-72.8% | $2,851-68.2% | $4,741-80.9% |
| Participant deferral / active EE | $2,411 | $4,719-48.9% | $4,234-43.1% | $6,400-62.3% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |