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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,944 | $142,409-54.4% | $119,634-45.7% | $134,545-51.7% |
| Participation rate | 91.7% | 82.8%+8.8pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -18.18% | -12.46%-5.7pp | -14.98%-3.2pp | 418.37%-436.5pp |
| Employer contribution / active EE | $8,740 | $5,224+67.3% | $4,232+106.5% | $4,742+84.3% |
| Participant deferral / active EE | $5,589 | $6,468-13.6% | $5,601-0.2% | $6,401-12.7% |
| Admin fee / account holder | $2 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |