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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,139 | $133,981-60.3% | $112,249-52.7% | $134,532-60.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -12.09% | 47.16%-59.3pp | 27.48%-39.6pp | 418.27%-430.4pp |
| Employer contribution / active EE | $9,914 | $4,040+145.4% | $3,636+172.7% | $4,741+109.1% |
| Participant deferral / active EE | $6,322 | $5,292+19.5% | $4,729+33.7% | $6,401-1.2% |
| Admin fee / account holder | $1 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |