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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,613 | $133,998-68.2% | $112,263-62.0% | $134,545-68.3% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -9.80% | 47.17%-57.0pp | 27.49%-37.3pp | 418.37%-428.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20 | $7,493-99.7% | $6,410-99.7% | $11,431-99.8% |