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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,815 | $90,606-81.4% | $79,466-78.8% | $135,379-87.6% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -8.93% | 977.69%-986.6pp | 718.28%-727.2pp | 519.79%-528.7pp |
| Employer contribution / active EE | $1,072 | $3,068-65.0% | $2,800-61.7% | $4,779-77.6% |
| Participant deferral / active EE | $4,530 | $4,050+11.8% | $3,704+22.3% | $5,609-19.2% |
| Admin fee / account holder | $57 | $5,895-99.0% | $5,104-98.9% | $10,828-99.5% |