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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,991 | $106,557-63.4% | $91,227-57.3% | $134,545-71.0% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -19.11% | 160.81%-179.9pp | 114.14%-133.3pp | 418.37%-437.5pp |
| Employer contribution / active EE | $893 | $3,332-73.2% | $2,851-68.7% | $4,742-81.2% |
| Participant deferral / active EE | $4,638 | $4,719-1.7% | $4,234+9.5% | $6,401-27.5% |
| Admin fee / account holder | $47 | $6,235-99.2% | $5,423-99.1% | $11,431-99.6% |