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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,287 | $133,998-34.1% | $112,263-21.4% | $134,545-34.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -10.33% | 47.17%-57.5pp | 27.49%-37.8pp | 418.37%-428.7pp |
| Employer contribution / active EE | $1,250 | $4,040-69.1% | $3,636-65.6% | $4,742-73.6% |
| Participant deferral / active EE | $3,471 | $5,292-34.4% | $4,729-26.6% | $6,401-45.8% |
| Admin fee / account holder | $18 | $7,493-99.8% | $6,410-99.7% | $11,431-99.8% |