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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,322 | $95,979-20.5% | $74,551+2.4% | $135,380-43.6% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -8.96% | 56.97%-65.9pp | 32.53%-41.5pp | 519.81%-528.8pp |
| Employer contribution / active EE | $1,690 | $2,716-37.8% | $1,961-13.8% | $4,779-64.6% |
| Participant deferral / active EE | $9,876 | $3,844+156.9% | $3,108+217.7% | $5,609+76.1% |
| Admin fee / account holder | $15 | $6,522-99.8% | $5,059-99.7% | $10,828-99.9% |