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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,328 | $152,591-21.1% | $117,529+2.4% | $134,545-10.6% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -16.76% | 53.04%-69.8pp | 29.77%-46.5pp | 418.37%-435.1pp |
| Employer contribution / active EE | $2,164 | $5,576-61.2% | $4,179-48.2% | $4,742-54.4% |
| Participant deferral / active EE | $6,005 | $4,821+24.6% | $4,072+47.5% | $6,401-6.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |