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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,960 | $88,603-66.2% | $69,890-57.1% | $134,545-77.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.53% | 442.93%-459.5pp | 190.84%-207.4pp | 418.37%-434.9pp |
| Employer contribution / active EE | $2,166 | $3,236-33.1% | $2,560-15.4% | $4,742-54.3% |
| Participant deferral / active EE | $5,037 | $4,771+5.6% | $3,848+30.9% | $6,401-21.3% |
| Admin fee / account holder | $144 | $10,443-98.6% | $6,267-97.7% | $11,431-98.7% |