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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,209 | $84,551-60.7% | $61,452-46.0% | $134,532-75.3% |
| Participation rate | 77.8% | 62.2%+15.6pp | 52.6%+25.2pp | 81.2%-3.5pp |
| Annual return | -17.59% | 585.39%-603.0pp | 338.96%-356.5pp | 418.27%-435.9pp |
| Employer contribution / active EE | $969 | $1,545-37.3% | $1,160-16.4% | $4,741-79.6% |
| Participant deferral / active EE | $2,632 | $2,818-6.6% | $2,125+23.9% | $6,401-58.9% |
| Admin fee / account holder | $107 | $2,587-95.9% | $2,131-95.0% | $11,429-99.1% |