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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,508 | $129,959-65.0% | $104,301-56.4% | $134,532-66.2% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | -19.16% | 42.04%-61.2pp | 24.61%-43.8pp | 418.27%-437.4pp |
| Employer contribution / active EE | $6,157 | $4,185+47.1% | $3,373+82.6% | $4,741+29.9% |
| Participant deferral / active EE | $11,452 | $5,589+104.9% | $4,626+147.6% | $6,401+78.9% |
| Admin fee / account holder | $144 | $9,325-98.5% | $7,340-98.0% | $11,429-98.7% |