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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,904 | $75,959-35.6% | $154,114-68.3% | $64,181-23.8% |
| Participation rate | 87.2% | 70.4%+16.8pp | 83.0%+4.1pp | 69.6%+17.6pp |
| Annual return | -3.61% | 30.32%-33.9pp | 735.16%-738.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,693 | $3,350+10.2% | $5,298-30.3% | $2,381+55.1% |
| Participant deferral / active EE | $3,695 | $3,175+16.4% | $5,081-27.3% | $3,470+6.5% |
| Admin fee / account holder | $155 | $5,589-97.2% | $13,411-98.8% | $4,887-96.8% |