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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,528 | $95,979-73.4% | $74,551-65.8% | $135,380-81.1% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -8.32% | 56.97%-65.3pp | 32.53%-40.9pp | 519.81%-528.1pp |
| Employer contribution / active EE | $932 | $2,716-65.7% | $1,961-52.5% | $4,779-80.5% |
| Participant deferral / active EE | $2,694 | $3,844-29.9% | $3,108-13.3% | $5,609-52.0% |
| Admin fee / account holder | $207 | $6,522-96.8% | $5,059-95.9% | $10,828-98.1% |