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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,273 | $100,792-38.2% | $86,691-28.2% | $134,509-53.7% |
| Participation rate | 93.8% | 78.9%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -18.22% | 29.08%-47.3pp | 35.94%-54.2pp | 418.13%-436.3pp |
| Employer contribution / active EE | $5,067 | $3,491+45.2% | $2,837+78.6% | $4,741+6.9% |
| Participant deferral / active EE | $7,875 | $5,339+47.5% | $4,656+69.1% | $6,400+23.0% |
| Admin fee / account holder | $276 | $10,924-97.5% | $7,492-96.3% | $11,427-97.6% |