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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,631 | $95,979-62.9% | $74,551-52.2% | $135,380-73.7% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -5.79% | 56.97%-62.8pp | 32.53%-38.3pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,508 | $2,716-44.5% | $1,961-23.1% | $4,779-68.4% |
| Participant deferral / active EE | $1,869 | $3,844-51.4% | $3,108-39.9% | $5,609-66.7% |
| Admin fee / account holder | $171 | $6,522-97.4% | $5,059-96.6% | $10,828-98.4% |