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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,838 | $129,943-38.6% | $104,303-23.5% | $134,493-40.6% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.4pp | 81.2%+4.5pp |
| Annual return | -18.64% | 42.03%-60.7pp | 24.61%-43.2pp | 418.01%-436.7pp |
| Employer contribution / active EE | $2,195 | $4,185-47.5% | $3,372-34.9% | $4,740-53.7% |
| Participant deferral / active EE | $4,934 | $5,588-11.7% | $4,625+6.7% | $6,400-22.9% |
| Admin fee / account holder | $299 | $9,323-96.8% | $7,340-95.9% | $11,425-97.4% |