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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,203 | $92,743-83.6% | $82,744-81.6% | $134,532-88.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.78% | 946.63%-963.4pp | 702.22%-719.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $2,685 | $3,273-18.0% | $3,008-10.7% | $4,741-43.4% |
| Participant deferral / active EE | $2,685 | $4,802-44.1% | $4,395-38.9% | $6,401-58.0% |
| Admin fee / account holder | $26 | $5,977-99.6% | $5,325-99.5% | $11,429-99.8% |