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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,409 | $100,792-47.0% | $86,691-38.4% | $134,509-60.3% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -19.25% | 29.08%-48.3pp | 35.94%-55.2pp | 418.13%-437.4pp |
| Employer contribution / active EE | $4,126 | $3,491+18.2% | $2,837+45.4% | $4,741-13.0% |
| Participant deferral / active EE | $6,590 | $5,339+23.4% | $4,656+41.5% | $6,400+3.0% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |