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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,800 | $95,975-79.4% | $74,549-73.4% | $135,379-85.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.77% | 56.96%-63.7pp | 32.53%-39.3pp | 519.79%-526.6pp |
| Employer contribution / active EE | $1,144 | $2,716-57.9% | $1,961-41.7% | $4,779-76.1% |
| Participant deferral / active EE | $1,275 | $3,844-66.8% | $3,108-59.0% | $5,609-77.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |