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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,185 | $84,464-54.8% | $61,399-37.8% | $134,509-71.6% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -15.96% | 585.06%-601.0pp | 338.81%-354.8pp | 418.13%-434.1pp |
| Employer contribution / active EE | $7,590 | $1,545+391.4% | $1,159+554.6% | $4,741+60.1% |
| Participant deferral / active EE | $2,262 | $2,818-19.7% | $2,124+6.5% | $6,400-64.7% |
| Admin fee / account holder | $264 | $2,587-89.8% | $2,131-87.6% | $11,427-97.7% |