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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,267 | $75,959-82.5% | $154,114-91.4% | $64,181-79.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.10% | 30.32%-35.4pp | 735.16%-740.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,443 | $3,350-56.9% | $5,298-72.8% | $2,381-39.4% |
| Participant deferral / active EE | $2,964 | $3,175-6.6% | $5,081-41.7% | $3,470-14.6% |
| Admin fee / account holder | $169 | $5,589-97.0% | $13,411-98.7% | $4,887-96.5% |