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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,743 | $93,124-36.9% | $77,100-23.8% | $134,545-56.3% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -18.77% | 62.68%-81.5pp | 42.35%-61.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $8,877 | $3,421+159.5% | $2,815+215.4% | $4,742+87.2% |
| Participant deferral / active EE | $10,310 | $5,242+96.7% | $4,430+132.8% | $6,401+61.1% |
| Admin fee / account holder | $17 | $6,970-99.8% | $5,443-99.7% | $11,431-99.9% |