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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,134 | $190,879-81.1% | $160,009-77.4% | $134,532-73.1% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -16.60% | 552.63%-569.2pp | 408.85%-425.4pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,651 | $4,995-46.9% | $4,225-37.3% | $4,741-44.1% |
| Participant deferral / active EE | $4,995 | $6,924-27.9% | $6,183-19.2% | $6,401-22.0% |
| Admin fee / account holder | $213 | $10,495-98.0% | $8,715-97.6% | $11,429-98.1% |