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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,252 | $129,959-32.9% | $104,301-16.3% | $134,532-35.1% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -16.34% | 42.04%-58.4pp | 24.61%-41.0pp | 418.27%-434.6pp |
| Employer contribution / active EE | $2,814 | $4,185-32.8% | $3,373-16.6% | $4,741-40.6% |
| Participant deferral / active EE | $10,698 | $5,589+91.4% | $4,626+131.3% | $6,401+67.1% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |