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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,405 | $93,124-91.0% | $77,100-89.1% | $134,545-93.8% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -18.32% | 62.68%-81.0pp | 42.35%-60.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $2,412 | $3,421-29.5% | $2,815-14.3% | $4,742-49.1% |
| Participant deferral / active EE | $2,529 | $5,242-51.8% | $4,430-42.9% | $6,401-60.5% |
| Admin fee / account holder | $110 | $6,970-98.4% | $5,443-98.0% | $11,431-99.0% |