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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,034 | $133,998-44.8% | $112,263-34.1% | $134,545-45.0% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -19.09% | 47.17%-66.3pp | 27.49%-46.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $2,856 | $4,040-29.3% | $3,636-21.5% | $4,742-39.8% |
| Participant deferral / active EE | $7,866 | $5,292+48.6% | $4,729+66.3% | $6,401+22.9% |
| Admin fee / account holder | $113 | $7,493-98.5% | $6,410-98.2% | $11,431-99.0% |