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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,978 | $95,915-63.5% | $79,580-56.0% | $134,532-74.0% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -20.19% | -2.71%-17.5pp | 0.15%-20.3pp | 418.27%-438.5pp |
| Employer contribution / active EE | $9,217 | $3,129+194.6% | $2,413+281.9% | $4,741+94.4% |
| Participant deferral / active EE | $1,880 | $4,693-59.9% | $3,985-52.8% | $6,401-70.6% |
| Admin fee / account holder | $20 | $9,132-99.8% | $6,835-99.7% | $11,429-99.8% |