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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,472 | $133,981-68.3% | $112,249-62.2% | $134,532-68.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -16.38% | 47.16%-63.5pp | 27.48%-43.9pp | 418.27%-434.7pp |
| Employer contribution / active EE | $2,737 | $4,040-32.3% | $3,636-24.7% | $4,741-42.3% |
| Participant deferral / active EE | $5,400 | $5,292+2.0% | $4,729+14.2% | $6,401-15.6% |
| Admin fee / account holder | $267 | $7,492-96.4% | $6,412-95.8% | $11,429-97.7% |