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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,972 | $88,596-75.2% | $70,098-68.7% | $134,509-83.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.79% | 442.67%-458.5pp | 190.76%-206.5pp | 418.13%-433.9pp |
| Employer contribution / active EE | $2,688 | $3,235-16.9% | $2,560+5.0% | $4,741-43.3% |
| Participant deferral / active EE | $7,893 | $4,772+65.4% | $3,849+105.1% | $6,400+23.3% |
| Admin fee / account holder | $285 | $10,441-97.3% | $6,266-95.5% | $11,427-97.5% |