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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,569 | $93,098-66.1% | $77,081-59.0% | $134,509-76.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -19.65% | 62.63%-82.3pp | 42.33%-62.0pp | 418.13%-437.8pp |
| Employer contribution / active EE | $1,796 | $3,419-47.5% | $2,813-36.2% | $4,741-62.1% |
| Participant deferral / active EE | $2,583 | $5,239-50.7% | $4,428-41.7% | $6,400-59.6% |
| Admin fee / account holder | $289 | $6,945-95.8% | $5,427-94.7% | $11,427-97.5% |