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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,212 | $82,188+7.3% | $125,401-29.7% | $64,829+36.1% |
| Participation rate | 84.7% | 77.9%+6.8pp | 82.4%+2.3pp | 71.5%+13.2pp |
| Annual return | -9.45% | 3.50%-13.0pp | 572.53%-582.0pp | 32.85%-42.3pp |
| Employer contribution / active EE | $0 | $3,617-100.0% | $4,816-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,970 | $7,177-16.8% | $7,448-19.8% | $4,312+38.5% |
| Admin fee / account holder | $12 | $163-92.6% | $10,008-99.9% | $188-93.6% |