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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,700 | $152,597-66.8% | $117,533-56.9% | $134,532-62.3% |
| Participation rate | 70.6% | 77.1%-6.5pp | 70.6%0pp | 81.2%-10.6pp |
| Annual return | -16.70% | 53.04%-69.7pp | 29.77%-46.5pp | 418.27%-435.0pp |
| Employer contribution / active EE | $1,051 | $5,576-81.1% | $4,179-74.8% | $4,741-77.8% |
| Participant deferral / active EE | $5,134 | $4,821+6.5% | $4,072+26.1% | $6,401-19.8% |
| Admin fee / account holder | $270 | $7,007-96.2% | $5,647-95.2% | $11,429-97.6% |