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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,441 | $152,591-80.7% | $117,529-75.0% | $134,545-78.1% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -19.46% | 53.04%-72.5pp | 29.77%-49.2pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,261 | $5,576-77.4% | $4,179-69.8% | $4,742-73.4% |
| Participant deferral / active EE | $5,000 | $4,821+3.7% | $4,072+22.8% | $6,401-21.9% |
| Admin fee / account holder | $20 | $7,004-99.7% | $5,645-99.6% | $11,431-99.8% |