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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,637 | $43,730-52.8% | $121,220-83.0% | $64,173-67.8% |
| Participation rate | 94.3% | 58.3%+35.9pp | 71.8%+22.5pp | 69.6%+24.7pp |
| Annual return | -7.27% | 68.94%-76.2pp | 16.94%-24.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,663 | $1,297+105.4% | $4,023-33.8% | $2,381+11.9% |
| Participant deferral / active EE | $1,589 | $2,281-30.3% | $3,345-52.5% | $3,470-54.2% |
| Admin fee / account holder | $132 | $3,502-96.2% | $5,021-97.4% | $4,887-97.3% |