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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,403 | $100,792-55.0% | $86,691-47.6% | $134,509-66.2% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -18.34% | 29.08%-47.4pp | 35.94%-54.3pp | 418.13%-436.5pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,015 | $5,339+50.1% | $4,656+72.1% | $6,400+25.2% |
| Admin fee / account holder | $197 | $10,924-98.2% | $7,492-97.4% | $11,427-98.3% |