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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,339 | $54,370+9.1% | $82,763-28.3% | $68,490-13.4% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.5pp | 67.9%+25.2pp |
| Annual return | -16.92% | -13.67%-3.2pp | 702.45%-719.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,574 | $2,219+16.0% | $3,008-14.4% | $2,597-0.9% |
| Participant deferral / active EE | $4,084 | $3,247+25.8% | $4,395-7.1% | $4,028+1.4% |
| Admin fee / account holder | $100 | $4,398-97.7% | $5,325-98.1% | $5,403-98.2% |