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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,253 | $133,998-26.7% | $112,263-12.5% | $134,545-27.0% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -16.82% | 47.17%-64.0pp | 27.49%-44.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,894 | $5,292+11.4% | $4,729+24.6% | $6,401-7.9% |
| Admin fee / account holder | $198 | $7,493-97.4% | $6,410-96.9% | $11,431-98.3% |