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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,409 | $190,879-79.4% | $160,009-75.4% | $134,532-70.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -17.01% | 552.63%-569.6pp | 408.85%-425.9pp | 418.27%-435.3pp |
| Employer contribution / active EE | $1,471 | $4,995-70.6% | $4,225-65.2% | $4,741-69.0% |
| Participant deferral / active EE | $3,380 | $6,924-51.2% | $6,183-45.3% | $6,401-47.2% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |