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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,137 | $88,603-67.1% | $69,890-58.3% | $134,545-78.3% |
| Participation rate | 80.0% | 74.9%+5.1pp | 70.5%+9.5pp | 81.2%-1.2pp |
| Annual return | -14.27% | 442.93%-457.2pp | 190.84%-205.1pp | 418.37%-432.6pp |
| Employer contribution / active EE | $1,469 | $3,236-54.6% | $2,560-42.6% | $4,742-69.0% |
| Participant deferral / active EE | $1,239 | $4,771-74.0% | $3,848-67.8% | $6,401-80.6% |
| Admin fee / account holder | $5 | $10,443-100.0% | $6,267-99.9% | $11,431-100.0% |