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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,630 | $133,981-51.8% | $112,249-42.4% | $134,532-52.0% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -20.11% | 47.16%-67.3pp | 27.48%-47.6pp | 418.27%-438.4pp |
| Employer contribution / active EE | $2,301 | $4,040-43.0% | $3,636-36.7% | $4,741-51.5% |
| Participant deferral / active EE | $6,668 | $5,292+26.0% | $4,729+41.0% | $6,401+4.2% |
| Admin fee / account holder | $14 | $7,492-99.8% | $6,412-99.8% | $11,429-99.9% |