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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,059 | $69,774-8.2% | $67,561-5.2% | $74,429-13.9% |
| Participation rate | 95.1% | 71.4%+23.8pp | 72.9%+22.2pp | 67.2%+27.9pp |
| Annual return | 15.78% | -40.53%+56.3pp | 3525.44%-3509.7pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $2,177 | $2,710-19.7% | $2,735-20.4% | $2,625-17.1% |
| Participant deferral / active EE | $1,846 | $3,636-49.2% | $4,003-53.9% | $4,348-57.6% |
| Admin fee / account holder | $0 | $890-99.9% | $4,006-100.0% | $1,944-100.0% |