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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,869 | $82,678-32.4% | $125,391-55.4% | $68,490-18.4% |
| Participation rate | 96.4% | 75.1%+21.4pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -18.15% | -5.97%-12.2pp | 572.41%-590.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,559 | $3,382-24.3% | $4,816-46.9% | $2,597-1.5% |
| Participant deferral / active EE | $5,065 | $6,111-17.1% | $7,448-32.0% | $4,028+25.8% |
| Admin fee / account holder | $290 | $6,277-95.4% | $10,009-97.1% | $5,403-94.6% |