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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,650 | $95,975-75.4% | $74,549-68.3% | $135,379-82.5% |
| Participation rate | 73.7% | 75.7%-2.0pp | 69.1%+4.5pp | 82.6%-9.0pp |
| Annual return | -5.54% | 56.96%-62.5pp | 32.53%-38.1pp | 519.79%-525.3pp |
| Employer contribution / active EE | $350 | $2,716-87.1% | $1,961-82.2% | $4,779-92.7% |
| Participant deferral / active EE | $1,496 | $3,844-61.1% | $3,108-51.9% | $5,609-73.3% |
| Admin fee / account holder | $6 | $6,522-99.9% | $5,059-99.9% | $10,828-99.9% |