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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,935 | $75,832-46.0% | $147,617-72.3% | $59,633-31.4% |
| Participation rate | 87.5% | 71.6%+15.9pp | 84.6%+2.9pp | 68.7%+18.8pp |
| Annual return | -2.10% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,099 | $3,131-64.9% | $4,895-77.5% | $3,192-65.6% |
| Admin fee / account holder | $285 | $5,986-95.2% | $11,612-97.5% | $4,297-93.4% |