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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,021 | $84,551-76.3% | $61,452-67.4% | $134,532-85.1% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -18.83% | 585.39%-604.2pp | 338.96%-357.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $3,477 | $1,545+125.1% | $1,160+199.8% | $4,741-26.7% |
| Participant deferral / active EE | $6,085 | $2,818+115.9% | $2,125+186.4% | $6,401-4.9% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |