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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,215 | $95,915-45.6% | $79,580-34.4% | $134,532-61.2% |
| Participation rate | 95.8% | 75.0%+20.8pp | 69.5%+26.3pp | 81.2%+14.6pp |
| Annual return | -15.36% | -2.71%-12.6pp | 0.15%-15.5pp | 418.27%-433.6pp |
| Employer contribution / active EE | $10,074 | $3,129+222.0% | $2,413+317.4% | $4,741+112.5% |
| Participant deferral / active EE | $4,754 | $4,693+1.3% | $3,985+19.3% | $6,401-25.7% |
| Admin fee / account holder | $144 | $9,132-98.4% | $6,835-97.9% | $11,429-98.7% |