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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,632 | $92,684-34.6% | $82,706-26.7% | $134,509-54.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -13.22% | 945.84%-959.1pp | 701.76%-715.0pp | 418.13%-431.3pp |
| Employer contribution / active EE | $1,929 | $3,272-41.1% | $3,007-35.9% | $4,741-59.3% |
| Participant deferral / active EE | $5,520 | $4,800+15.0% | $4,394+25.6% | $6,400-13.8% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |