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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,594 | $93,124-80.0% | $77,100-75.9% | $134,545-86.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -3.09% | 62.68%-65.8pp | 42.35%-45.4pp | 418.37%-421.5pp |
| Employer contribution / active EE | $1,395 | $3,421-59.2% | $2,815-50.5% | $4,742-70.6% |
| Participant deferral / active EE | $1,395 | $5,242-73.4% | $4,430-68.5% | $6,401-78.2% |
| Admin fee / account holder | $98 | $6,970-98.6% | $5,443-98.2% | $11,431-99.1% |