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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,642 | $93,124-67.1% | $77,100-60.3% | $134,545-77.2% |
| Participation rate | 90.5% | 74.5%+16.0pp | 67.9%+22.6pp | 81.2%+9.2pp |
| Annual return | -13.89% | 62.68%-76.6pp | 42.35%-56.2pp | 418.37%-432.3pp |
| Employer contribution / active EE | $3,521 | $3,421+2.9% | $2,815+25.1% | $4,742-25.7% |
| Participant deferral / active EE | $10,857 | $5,242+107.1% | $4,430+145.1% | $6,401+69.6% |
| Admin fee / account holder | $173 | $6,970-97.5% | $5,443-96.8% | $11,431-98.5% |