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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,893 | $75,959-77.8% | $154,114-89.0% | $64,181-73.7% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | -7.94% | 30.32%-38.3pp | 735.16%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $3,883 | $3,350+15.9% | $5,298-26.7% | $2,381+63.1% |
| Participant deferral / active EE | $3,309 | $3,175+4.2% | $5,081-34.9% | $3,470-4.6% |
| Admin fee / account holder | $243 | $5,589-95.7% | $13,411-98.2% | $4,887-95.0% |