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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,628 | $133,981-48.0% | $112,249-38.0% | $134,532-48.2% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -17.91% | 47.16%-65.1pp | 27.48%-45.4pp | 418.27%-436.2pp |
| Employer contribution / active EE | $4,464 | $4,040+10.5% | $3,636+22.8% | $4,741-5.9% |
| Participant deferral / active EE | $14,844 | $5,292+180.5% | $4,729+213.9% | $6,401+131.9% |
| Admin fee / account holder | $60 | $7,492-99.2% | $6,412-99.1% | $11,429-99.5% |