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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,903 | $72,303-11.6% | $86,698-26.3% | $64,824-1.4% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.6%+17.8pp | 71.5%+22.9pp |
| Annual return | -13.70% | 392.77%-406.5pp | 35.96%-49.7pp | 32.84%-46.5pp |
| Employer contribution / active EE | $3,923 | $2,393+63.9% | $2,837+38.3% | $2,507+56.5% |
| Participant deferral / active EE | $10,673 | $4,660+129.1% | $4,656+129.2% | $4,311+147.6% |
| Admin fee / account holder | $67 | $174-61.5% | $7,492-99.1% | $188-64.4% |