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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,182 | $93,124-33.2% | $77,100-19.3% | $134,545-53.8% |
| Participation rate | 86.7% | 74.5%+12.2pp | 67.9%+18.7pp | 81.2%+5.4pp |
| Annual return | -16.05% | 62.68%-78.7pp | 42.35%-58.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $3,195 | $3,421-6.6% | $2,815+13.5% | $4,742-32.6% |
| Participant deferral / active EE | $13,747 | $5,242+162.3% | $4,430+210.4% | $6,401+114.8% |
| Admin fee / account holder | $298 | $6,970-95.7% | $5,443-94.5% | $11,431-97.4% |