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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,969 | $87,016-65.6% | $63,244-52.6% | $125,389-76.1% |
| Participation rate | 88.9% | 77.1%+11.8pp | 71.0%+17.8pp | 83.2%+5.7pp |
| Annual return | -3.99% | 21.71%-25.7pp | -70.31%+66.3pp | 282.24%-286.2pp |
| Employer contribution / active EE | $2,004 | $3,601-44.4% | $2,322-13.7% | $4,866-58.8% |
| Participant deferral / active EE | $4,970 | $3,939+26.2% | $2,953+68.3% | $5,352-7.1% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |