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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,703 | $69,012+2.5% | $160,037-55.8% | $68,490+3.2% |
| Participation rate | 83.9% | 65.4%+18.4pp | 78.0%+5.9pp | 67.9%+16.0pp |
| Annual return | -17.53% | -9.65%-7.9pp | 408.95%-426.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,179 | $2,212-1.5% | $4,226-48.4% | $2,597-16.1% |
| Participant deferral / active EE | $4,510 | $4,212+7.1% | $6,184-27.1% | $4,028+12.0% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,716-100.0% | $5,403-100.0% |