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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,205 | $95,975-48.7% | $74,552-34.0% | $135,382-63.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.82% | 56.96%-65.8pp | 32.53%-41.3pp | 519.77%-528.6pp |
| Employer contribution / active EE | $1,765 | $2,716-35.0% | $1,961-10.0% | $4,779-63.1% |
| Participant deferral / active EE | $4,151 | $3,844+8.0% | $3,108+33.5% | $5,609-26.0% |
| Admin fee / account holder | $71 | $6,522-98.9% | $5,060-98.6% | $10,829-99.3% |