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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,919 | $133,981-87.4% | $112,249-84.9% | $134,532-87.4% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -14.19% | 47.16%-61.3pp | 27.48%-41.7pp | 418.27%-432.5pp |
| Employer contribution / active EE | $2,206 | $4,040-45.4% | $3,636-39.3% | $4,741-53.5% |
| Participant deferral / active EE | $2,803 | $5,292-47.0% | $4,729-40.7% | $6,401-56.2% |
| Admin fee / account holder | $194 | $7,492-97.4% | $6,412-97.0% | $11,429-98.3% |