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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,708 | $129,959-45.6% | $104,301-32.2% | $134,532-47.4% |
| Participation rate | 90.0% | 79.5%+10.5pp | 73.3%+16.7pp | 81.2%+8.8pp |
| Annual return | -19.05% | 42.04%-61.1pp | 24.61%-43.7pp | 418.27%-437.3pp |
| Employer contribution / active EE | $2,221 | $4,185-46.9% | $3,373-34.2% | $4,741-53.2% |
| Participant deferral / active EE | $3,050 | $5,589-45.4% | $4,626-34.1% | $6,401-52.3% |
| Admin fee / account holder | $2 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |