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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,030 | $92,766-60.1% | $82,763-55.3% | $134,545-72.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -18.49% | 946.97%-965.5pp | 702.45%-720.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $1,638 | $3,273-50.0% | $3,008-45.5% | $4,742-65.5% |
| Participant deferral / active EE | $2,994 | $4,802-37.7% | $4,395-31.9% | $6,401-53.2% |
| Admin fee / account holder | $25 | $5,978-99.6% | $5,325-99.5% | $11,431-99.8% |