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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,800 | $82,163-55.2% | $125,381-70.6% | $64,819-43.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 82.4%+3.4pp | 71.5%+14.3pp |
| Annual return | -3.87% | 3.49%-7.4pp | 572.31%-576.2pp | 32.84%-36.7pp |
| Employer contribution / active EE | $3,281 | $3,616-9.3% | $4,815-31.9% | $2,507+30.9% |
| Participant deferral / active EE | $7,700 | $7,175+7.3% | $7,448+3.4% | $4,311+78.6% |
| Admin fee / account holder | $173 | $163+5.7% | $10,007-98.3% | $188-8.1% |