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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,658 | $67,340-61.9% | $60,888-57.9% | $134,493-80.9% |
| Participation rate | 81.3% | 76.2%+5.1pp | 73.1%+8.1pp | 81.2%0pp |
| Annual return | -18.62% | 49.97%-68.6pp | 16.91%-35.5pp | 418.01%-436.6pp |
| Employer contribution / active EE | $2,310 | $3,096-25.4% | $2,702-14.5% | $4,740-51.3% |
| Participant deferral / active EE | $7,661 | $4,538+68.8% | $3,817+100.7% | $6,400+19.7% |
| Admin fee / account holder | $150 | $4,583-96.7% | $3,225-95.3% | $11,425-98.7% |