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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,158 | $88,603-32.1% | $69,890-13.9% | $134,545-55.3% |
| Participation rate | 89.5% | 74.9%+14.6pp | 70.5%+19.0pp | 81.2%+8.2pp |
| Annual return | -18.35% | 442.93%-461.3pp | 190.84%-209.2pp | 418.37%-436.7pp |
| Employer contribution / active EE | $2,983 | $3,236-7.8% | $2,560+16.5% | $4,742-37.1% |
| Participant deferral / active EE | $4,510 | $4,771-5.5% | $3,848+17.2% | $6,401-29.5% |
| Admin fee / account holder | $67 | $10,443-99.4% | $6,267-98.9% | $11,431-99.4% |