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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,235 | $93,117-50.3% | $77,096-40.0% | $134,532-65.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -15.47% | 62.67%-78.1pp | 42.35%-57.8pp | 418.27%-433.7pp |
| Employer contribution / active EE | $7,380 | $3,420+115.8% | $2,814+162.2% | $4,741+55.7% |
| Participant deferral / active EE | $5,035 | $5,241-3.9% | $4,429+13.7% | $6,401-21.3% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |