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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,890 | $43,730-4.2% | $121,220-65.4% | $64,173-34.7% |
| Participation rate | 70.4% | 58.3%+12.0pp | 71.8%-1.4pp | 69.6%+0.8pp |
| Annual return | -6.84% | 68.94%-75.8pp | 16.94%-23.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,597 | $1,297+23.1% | $4,023-60.3% | $2,381-32.9% |
| Participant deferral / active EE | $1,029 | $2,281-54.9% | $3,345-69.2% | $3,470-70.3% |
| Admin fee / account holder | $1 | $3,502-100.0% | $5,021-100.0% | $4,887-100.0% |