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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,725 | $84,464-88.5% | $61,399-84.2% | $134,509-92.8% |
| Participation rate | 87.5% | 62.2%+25.3pp | 52.6%+34.9pp | 81.2%+6.3pp |
| Annual return | -13.84% | 585.06%-598.9pp | 338.81%-352.7pp | 418.13%-432.0pp |
| Employer contribution / active EE | $734 | $1,545-52.5% | $1,159-36.7% | $4,741-84.5% |
| Participant deferral / active EE | $1,246 | $2,818-55.8% | $2,124-41.4% | $6,400-80.5% |
| Admin fee / account holder | $87 | $2,587-96.6% | $2,131-95.9% | $11,427-99.2% |