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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,924 | $100,805-78.3% | $86,698-74.7% | $134,532-83.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.21% | 29.09%-47.3pp | 35.95%-54.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,884 | $3,490-46.0% | $2,837-33.6% | $4,741-60.3% |
| Participant deferral / active EE | $3,680 | $5,339-31.1% | $4,656-21.0% | $6,401-42.5% |
| Admin fee / account holder | $232 | $10,925-97.9% | $7,493-96.9% | $11,429-98.0% |