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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,812 | $75,959-21.3% | $154,114-61.2% | $64,181-6.8% |
| Participation rate | 85.1% | 70.4%+14.6pp | 83.0%+2.0pp | 69.6%+15.5pp |
| Annual return | -5.46% | 30.32%-35.8pp | 735.16%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $6,322 | $3,350+88.7% | $5,298+19.3% | $2,381+165.5% |
| Participant deferral / active EE | $3,154 | $3,175-0.7% | $5,081-37.9% | $3,470-9.1% |
| Admin fee / account holder | $169 | $5,589-97.0% | $13,411-98.7% | $4,887-96.5% |