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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,427 | $67,372+1.6% | $60,906+12.3% | $134,532-49.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.07% | 50.05%-69.1pp | 16.94%-36.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $6,532 | $3,099+110.8% | $2,703+141.7% | $4,741+37.8% |
| Participant deferral / active EE | $1,293 | $4,532-71.5% | $3,814-66.1% | $6,401-79.8% |
| Admin fee / account holder | $104 | $4,588-97.7% | $3,227-96.8% | $11,429-99.1% |