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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,409 | $134,001-75.8% | $112,258-71.1% | $134,509-75.9% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -17.19% | 47.15%-64.3pp | 27.47%-44.7pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,994 | $4,039-50.6% | $3,636-45.1% | $4,741-57.9% |
| Participant deferral / active EE | $3,741 | $5,291-29.3% | $4,728-20.9% | $6,400-41.5% |
| Admin fee / account holder | $242 | $7,491-96.8% | $6,411-96.2% | $11,427-97.9% |