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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,954 | $190,879-58.6% | $160,009-50.7% | $134,532-41.3% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -16.07% | 552.63%-568.7pp | 408.85%-424.9pp | 418.27%-434.3pp |
| Employer contribution / active EE | $2,564 | $4,995-48.7% | $4,225-39.3% | $4,741-45.9% |
| Participant deferral / active EE | $13,917 | $6,924+101.0% | $6,183+125.1% | $6,401+117.4% |
| Admin fee / account holder | $20 | $10,495-99.8% | $8,715-99.8% | $11,429-99.8% |