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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,464 | $54,370+38.8% | $82,763-8.8% | $68,490+10.2% |
| Participation rate | 97.5% | 63.9%+33.6pp | 72.6%+24.9pp | 67.9%+29.6pp |
| Annual return | -16.27% | -13.67%-2.6pp | 702.45%-718.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,959 | $2,219-11.7% | $3,008-34.9% | $2,597-24.6% |
| Participant deferral / active EE | $7,399 | $3,247+127.9% | $4,395+68.4% | $4,028+83.7% |
| Admin fee / account holder | $2 | $4,398-100.0% | $5,325-100.0% | $5,403-100.0% |