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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,606 | $82,674-25.5% | $125,381-50.9% | $68,486-10.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -10.54% | -5.97%-4.6pp | 572.31%-582.8pp | -7.85%-2.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,355 | $6,111-12.4% | $7,448-28.1% | $4,028+32.9% |
| Admin fee / account holder | $285 | $6,277-95.5% | $10,007-97.2% | $5,404-94.7% |