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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,607 | $133,998-39.8% | $112,263-28.2% | $134,545-40.1% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -15.22% | 47.17%-62.4pp | 27.49%-42.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $2,097 | $4,040-48.1% | $3,636-42.3% | $4,742-55.8% |
| Participant deferral / active EE | $3,313 | $5,292-37.4% | $4,729-29.9% | $6,401-48.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |