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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,415 | $82,674-60.8% | $125,381-74.1% | $68,486-52.7% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -8.12% | -5.97%-2.1pp | 572.31%-580.4pp | -7.85%-0.3pp |
| Employer contribution / active EE | $4,264 | $3,382+26.1% | $4,815-11.4% | $2,597+64.2% |
| Participant deferral / active EE | $3,239 | $6,111-47.0% | $7,448-56.5% | $4,028-19.6% |
| Admin fee / account holder | $288 | $6,277-95.4% | $10,007-97.1% | $5,404-94.7% |