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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,602 | $84,628-93.4% | $61,501-90.9% | $134,545-95.8% |
| Participation rate | 89.5% | 62.2%+27.3pp | 52.6%+36.9pp | 81.2%+8.2pp |
| Annual return | -18.39% | 585.61%-604.0pp | 339.04%-357.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $776 | $1,545-49.8% | $1,160-33.1% | $4,742-83.6% |
| Participant deferral / active EE | $2,932 | $2,819+4.0% | $2,125+38.0% | $6,401-54.2% |
| Admin fee / account holder | $159 | $2,587-93.9% | $2,132-92.5% | $11,431-98.6% |