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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,511 | $152,597-92.5% | $117,533-90.2% | $134,532-91.4% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -18.72% | 53.04%-71.8pp | 29.77%-48.5pp | 418.27%-437.0pp |
| Employer contribution / active EE | $3,777 | $5,576-32.3% | $4,179-9.6% | $4,741-20.3% |
| Participant deferral / active EE | $3,806 | $4,821-21.0% | $4,072-6.5% | $6,401-40.5% |
| Admin fee / account holder | $121 | $7,007-98.3% | $5,647-97.9% | $11,429-98.9% |