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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,999 | $100,805-50.4% | $86,698-42.3% | $134,532-62.8% |
| Participation rate | 86.7% | 79.0%+7.7pp | 76.6%+10.1pp | 81.2%+5.4pp |
| Annual return | -16.09% | 29.09%-45.2pp | 35.95%-52.0pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,770 | $3,490-49.3% | $2,837-37.6% | $4,741-62.7% |
| Participant deferral / active EE | $5,491 | $5,339+2.9% | $4,656+17.9% | $6,401-14.2% |
| Admin fee / account holder | $287 | $10,925-97.4% | $7,493-96.2% | $11,429-97.5% |