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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,795 | $134,001-69.6% | $112,258-63.7% | $134,509-69.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -20.33% | 47.15%-67.5pp | 27.47%-47.8pp | 418.13%-438.5pp |
| Employer contribution / active EE | $3,393 | $4,039-16.0% | $3,636-6.7% | $4,741-28.4% |
| Participant deferral / active EE | $12,853 | $5,291+142.9% | $4,728+171.8% | $6,400+100.8% |
| Admin fee / account holder | $227 | $7,491-97.0% | $6,411-96.5% | $11,427-98.0% |