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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,478 | $133,998-28.7% | $112,263-15.0% | $134,545-29.0% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -19.87% | 47.17%-67.0pp | 27.49%-47.4pp | 418.37%-438.2pp |
| Employer contribution / active EE | $1,800 | $4,040-55.4% | $3,636-50.5% | $4,742-62.0% |
| Participant deferral / active EE | $7,156 | $5,292+35.2% | $4,729+51.3% | $6,401+11.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |