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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,017 | $133,998-34.3% | $112,263-21.6% | $134,545-34.6% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -12.67% | 47.17%-59.8pp | 27.49%-40.2pp | 418.37%-431.0pp |
| Employer contribution / active EE | $1,387 | $4,040-65.7% | $3,636-61.8% | $4,742-70.7% |
| Participant deferral / active EE | $1,955 | $5,292-63.1% | $4,729-58.7% | $6,401-69.5% |
| Admin fee / account holder | $6 | $7,493-99.9% | $6,410-99.9% | $11,431-99.9% |