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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,938 | $75,962-43.5% | $154,108-72.1% | $64,173-33.1% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | -3.89% | 30.32%-34.2pp | 735.21%-739.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,287 | $3,350-61.6% | $5,298-75.7% | $2,381-45.9% |
| Participant deferral / active EE | $1,287 | $3,175-59.5% | $5,081-74.7% | $3,470-62.9% |
| Admin fee / account holder | $24 | $5,589-99.6% | $13,411-99.8% | $4,887-99.5% |