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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,110 | $133,981-61.1% | $112,249-53.6% | $134,532-61.3% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | -16.56% | 47.16%-63.7pp | 27.48%-44.0pp | 418.27%-434.8pp |
| Employer contribution / active EE | $8,727 | $4,040+116.0% | $3,636+140.0% | $4,741+84.1% |
| Participant deferral / active EE | $4,109 | $5,292-22.3% | $4,729-13.1% | $6,401-35.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |