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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,135 | $133,981-52.1% | $112,249-42.9% | $134,532-52.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -14.79% | 47.16%-62.0pp | 27.48%-42.3pp | 418.27%-433.1pp |
| Employer contribution / active EE | $1,352 | $4,040-66.5% | $3,636-62.8% | $4,741-71.5% |
| Participant deferral / active EE | $6,342 | $5,292+19.8% | $4,729+34.1% | $6,401-0.9% |
| Admin fee / account holder | $213 | $7,492-97.2% | $6,412-96.7% | $11,429-98.1% |