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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,760 | $133,998-78.5% | $112,263-74.4% | $134,545-78.6% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -16.11% | 47.17%-63.3pp | 27.49%-43.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $7,707 | $4,040+90.8% | $3,636+112.0% | $4,742+62.5% |
| Participant deferral / active EE | $4,271 | $5,292-19.3% | $4,729-9.7% | $6,401-33.3% |
| Admin fee / account holder | $172 | $7,493-97.7% | $6,410-97.3% | $11,431-98.5% |