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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,595 | $117,777-74.9% | $71,778-58.8% | $134,545-78.0% |
| Participation rate | 83.3% | 68.9%+14.4pp | 62.3%+21.0pp | 81.2%+2.1pp |
| Annual return | -15.56% | 25.46%-41.0pp | 9.15%-24.7pp | 418.37%-433.9pp |
| Employer contribution / active EE | $3,109 | $2,525+23.1% | $1,704+82.4% | $4,742-34.4% |
| Participant deferral / active EE | $5,362 | $3,756+42.8% | $2,656+101.9% | $6,401-16.2% |
| Admin fee / account holder | $279 | $6,379-95.6% | $3,974-93.0% | $11,431-97.6% |