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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,864 | $67,396-80.9% | $60,919-78.9% | $134,545-90.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.1%+15.8pp | 81.2%+7.7pp |
| Annual return | -20.11% | 50.12%-70.2pp | 16.96%-37.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $2,743 | $3,101-11.6% | $2,704+1.4% | $4,742-42.2% |
| Participant deferral / active EE | $4,111 | $4,534-9.3% | $3,814+7.8% | $6,401-35.8% |
| Admin fee / account holder | $245 | $4,590-94.7% | $3,228-92.4% | $11,431-97.9% |