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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,098 | $95,979-58.2% | $74,551-46.2% | $135,380-70.4% |
| Participation rate | 76.5% | 75.7%+0.8pp | 69.1%+7.3pp | 82.6%-6.2pp |
| Annual return | -6.85% | 56.97%-63.8pp | 32.53%-39.4pp | 519.81%-526.7pp |
| Employer contribution / active EE | $751 | $2,716-72.3% | $1,961-61.7% | $4,779-84.3% |
| Participant deferral / active EE | $7,726 | $3,844+101.0% | $3,108+148.5% | $5,609+37.7% |
| Admin fee / account holder | $182 | $6,522-97.2% | $5,059-96.4% | $10,828-98.3% |