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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,463 | $93,098-85.5% | $77,081-82.5% | $134,509-90.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -19.40% | 62.63%-82.0pp | 42.33%-61.7pp | 418.13%-437.5pp |
| Employer contribution / active EE | $1,264 | $3,419-63.0% | $2,813-55.1% | $4,741-73.3% |
| Participant deferral / active EE | $3,002 | $5,239-42.7% | $4,428-32.2% | $6,400-53.1% |
| Admin fee / account holder | $100 | $6,945-98.6% | $5,427-98.2% | $11,427-99.1% |