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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,026 | $54,370+25.1% | $82,763-17.8% | $68,490-0.7% |
| Participation rate | 97.4% | 63.9%+33.5pp | 72.6%+24.9pp | 67.9%+29.5pp |
| Annual return | -14.07% | -13.67%-0.4pp | 702.45%-716.5pp | -7.85%-6.2pp |
| Employer contribution / active EE | $3,943 | $2,219+77.7% | $3,008+31.1% | $2,597+51.9% |
| Participant deferral / active EE | $6,514 | $3,247+100.6% | $4,395+48.2% | $4,028+61.7% |
| Admin fee / account holder | $277 | $4,398-93.7% | $5,325-94.8% | $5,403-94.9% |