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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,380 | $100,805-41.1% | $86,698-31.5% | $134,532-55.9% |
| Participation rate | 93.8% | 79.0%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -17.03% | 29.09%-46.1pp | 35.95%-53.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $1,134 | $3,490-67.5% | $2,837-60.0% | $4,741-76.1% |
| Participant deferral / active EE | $4,570 | $5,339-14.4% | $4,656-1.9% | $6,401-28.6% |
| Admin fee / account holder | $150 | $10,925-98.6% | $7,493-98.0% | $11,429-98.7% |