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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,189 | $75,962-76.1% | $154,108-88.2% | $64,173-71.7% |
| Participation rate | 76.7% | 70.4%+6.3pp | 83.0%-6.4pp | 69.6%+7.1pp |
| Annual return | -5.59% | 30.32%-35.9pp | 735.21%-740.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,284 | $3,350-61.7% | $5,298-75.8% | $2,381-46.1% |
| Participant deferral / active EE | $2,782 | $3,175-12.4% | $5,081-45.2% | $3,470-19.8% |
| Admin fee / account holder | $241 | $5,589-95.7% | $13,411-98.2% | $4,887-95.1% |