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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,127 | $93,124-32.2% | $77,100-18.1% | $134,545-53.1% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -18.20% | 62.68%-80.9pp | 42.35%-60.5pp | 418.37%-436.6pp |
| Employer contribution / active EE | $2,050 | $3,421-40.1% | $2,815-27.2% | $4,742-56.8% |
| Participant deferral / active EE | $5,252 | $5,242+0.2% | $4,430+18.6% | $6,401-18.0% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |