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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,971 | $95,975-78.1% | $74,549-71.9% | $135,379-84.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.99% | 56.96%-63.9pp | 32.53%-39.5pp | 519.79%-526.8pp |
| Employer contribution / active EE | $1,697 | $2,716-37.5% | $1,961-13.5% | $4,779-64.5% |
| Participant deferral / active EE | $2,511 | $3,844-34.7% | $3,108-19.2% | $5,609-55.2% |
| Admin fee / account holder | $116 | $6,522-98.2% | $5,059-97.7% | $10,828-98.9% |