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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,211 | $190,862-89.4% | $159,991-87.4% | $134,509-85.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -20.37% | 552.59%-573.0pp | 408.82%-429.2pp | 418.13%-438.5pp |
| Employer contribution / active EE | $1,832 | $4,995-63.3% | $4,225-56.6% | $4,741-61.4% |
| Participant deferral / active EE | $2,057 | $6,924-70.3% | $6,183-66.7% | $6,400-67.9% |
| Admin fee / account holder | $162 | $10,495-98.5% | $8,715-98.1% | $11,427-98.6% |