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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,441 | $129,960-87.3% | $104,299-84.2% | $134,545-87.8% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.4pp | 81.2%+4.5pp |
| Annual return | -19.17% | 42.06%-61.2pp | 24.62%-43.8pp | 418.37%-437.5pp |
| Employer contribution / active EE | $2,111 | $4,186-49.6% | $3,373-37.4% | $4,742-55.5% |
| Participant deferral / active EE | $2,671 | $5,589-52.2% | $4,626-42.3% | $6,401-58.3% |
| Admin fee / account holder | $158 | $9,324-98.3% | $7,339-97.8% | $11,431-98.6% |