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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,897 | $104,116-79.0% | $71,089-69.2% | $135,380-83.8% |
| Participation rate | 90.9% | 65.7%+25.3pp | 54.6%+36.3pp | 82.6%+8.3pp |
| Annual return | -7.89% | 1256.51%-1264.4pp | 650.65%-658.5pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,086 | $1,485-26.9% | $1,088-0.2% | $4,779-77.3% |
| Participant deferral / active EE | $2,071 | $2,524-17.9% | $1,873+10.6% | $5,609-63.1% |
| Admin fee / account holder | $115 | $4,142-97.2% | $3,082-96.3% | $10,828-98.9% |