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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,812 | $133,998-86.0% | $112,263-83.2% | $134,545-86.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -19.73% | 47.17%-66.9pp | 27.49%-47.2pp | 418.37%-438.1pp |
| Employer contribution / active EE | $1,423 | $4,040-64.8% | $3,636-60.9% | $4,742-70.0% |
| Participant deferral / active EE | $1,876 | $5,292-64.6% | $4,729-60.3% | $6,401-70.7% |
| Admin fee / account holder | $230 | $7,493-96.9% | $6,410-96.4% | $11,431-98.0% |