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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,290 | $49,177-34.3% | $79,467-59.4% | $64,173-49.7% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.6%+21.3pp |
| Annual return | -7.98% | -1.16%-6.8pp | 718.30%-726.3pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,771 | $2,076+33.4% | $2,800-1.1% | $2,381+16.4% |
| Participant deferral / active EE | $4,582 | $2,821+62.4% | $3,704+23.7% | $3,470+32.1% |
| Admin fee / account holder | $199 | $3,839-94.8% | $5,104-96.1% | $4,887-95.9% |