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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,632 | $95,975-8.7% | $74,549+17.5% | $135,379-35.3% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -8.91% | 56.96%-65.9pp | 32.53%-41.4pp | 519.79%-528.7pp |
| Employer contribution / active EE | $629 | $2,716-76.9% | $1,961-67.9% | $4,779-86.8% |
| Participant deferral / active EE | $1,335 | $3,844-65.3% | $3,108-57.0% | $5,609-76.2% |
| Admin fee / account holder | $52 | $6,522-99.2% | $5,059-99.0% | $10,828-99.5% |