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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,008 | $67,396+48.4% | $60,919+64.2% | $134,545-25.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -18.33% | 50.12%-68.5pp | 16.96%-35.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $1,230 | $3,101-60.3% | $2,704-54.5% | $4,742-74.1% |
| Participant deferral / active EE | $4,220 | $4,534-6.9% | $3,814+10.6% | $6,401-34.1% |
| Admin fee / account holder | $36 | $4,590-99.2% | $3,228-98.9% | $11,431-99.7% |