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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,173 | $75,962-18.2% | $154,111-59.7% | $64,173-3.1% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | -6.85% | 30.32%-37.2pp | 735.18%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,936 | $3,350-42.2% | $5,298-63.5% | $2,381-18.7% |
| Participant deferral / active EE | $4,577 | $3,175+44.2% | $5,081-9.9% | $3,470+31.9% |
| Admin fee / account holder | $18 | $5,589-99.7% | $13,411-99.9% | $4,887-99.6% |