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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,126 | $95,975-73.8% | $74,549-66.3% | $135,379-81.4% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -6.28% | 56.96%-63.2pp | 32.53%-38.8pp | 519.79%-526.1pp |
| Employer contribution / active EE | $2,154 | $2,716-20.7% | $1,961+9.8% | $4,779-54.9% |
| Participant deferral / active EE | $2,800 | $3,844-27.1% | $3,108-9.9% | $5,609-50.1% |
| Admin fee / account holder | $163 | $6,522-97.5% | $5,059-96.8% | $10,828-98.5% |