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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,450 | $134,001-75.0% | $112,258-70.2% | $134,509-75.1% |
| Participation rate | 95.5% | 78.6%+16.9pp | 75.1%+20.4pp | 81.2%+14.2pp |
| Annual return | -15.53% | 47.15%-62.7pp | 27.47%-43.0pp | 418.13%-433.7pp |
| Employer contribution / active EE | $2,295 | $4,039-43.2% | $3,636-36.9% | $4,741-51.6% |
| Participant deferral / active EE | $4,988 | $5,291-5.7% | $4,728+5.5% | $6,400-22.1% |
| Admin fee / account holder | $193 | $7,491-97.4% | $6,411-97.0% | $11,427-98.3% |