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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,313 | $133,981-14.7% | $112,249+1.8% | $134,532-15.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.12% | 47.16%-66.3pp | 27.48%-46.6pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,339 | $4,040-42.1% | $3,636-35.7% | $4,741-50.7% |
| Participant deferral / active EE | $5,056 | $5,292-4.5% | $4,729+6.9% | $6,401-21.0% |
| Admin fee / account holder | $199 | $7,492-97.3% | $6,412-96.9% | $11,429-98.3% |