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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,199 | $72,303-34.7% | $86,698-45.6% | $64,824-27.2% |
| Participation rate | 97.7% | 80.4%+17.2pp | 76.6%+21.1pp | 71.5%+26.2pp |
| Annual return | -14.83% | 392.77%-407.6pp | 35.96%-50.8pp | 32.84%-47.7pp |
| Employer contribution / active EE | $2,979 | $2,393+24.5% | $2,837+5.0% | $2,507+18.8% |
| Participant deferral / active EE | $3,599 | $4,660-22.8% | $4,656-22.7% | $4,311-16.5% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |