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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,265 | $82,674-61.0% | $125,381-74.3% | $68,486-52.9% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -17.00% | -5.97%-11.0pp | 572.31%-589.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,854 | $3,382-15.6% | $4,815-40.7% | $2,597+9.9% |
| Participant deferral / active EE | $6,554 | $6,111+7.3% | $7,448-12.0% | $4,028+62.7% |
| Admin fee / account holder | $74 | $6,277-98.8% | $10,007-99.3% | $5,404-98.6% |