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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,596 | $95,975-26.4% | $74,549-5.3% | $135,379-47.9% |
| Participation rate | 93.3% | 75.7%+17.7pp | 69.1%+24.2pp | 82.6%+10.7pp |
| Annual return | -6.66% | 56.96%-63.6pp | 32.53%-39.2pp | 519.79%-526.4pp |
| Employer contribution / active EE | $1,699 | $2,716-37.4% | $1,961-13.4% | $4,779-64.4% |
| Participant deferral / active EE | $2,156 | $3,844-43.9% | $3,108-30.6% | $5,609-61.6% |
| Admin fee / account holder | -$315 | $6,522-104.8% | $5,059-106.2% | $10,828-102.9% |