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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,843 | $92,743-86.2% | $82,744-84.5% | $134,532-90.5% |
| Participation rate | 85.0% | 75.2%+9.8pp | 72.6%+12.4pp | 81.2%+3.8pp |
| Annual return | -15.24% | 946.63%-961.9pp | 702.22%-717.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,500 | $3,273-23.6% | $3,008-16.9% | $4,741-47.3% |
| Participant deferral / active EE | $2,402 | $4,802-50.0% | $4,395-45.4% | $6,401-62.5% |
| Admin fee / account holder | $145 | $5,977-97.6% | $5,325-97.3% | $11,429-98.7% |