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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,006 | $95,979-33.3% | $74,551-14.1% | $135,380-52.7% |
| Participation rate | 73.7% | 75.7%-2.0pp | 69.1%+4.5pp | 82.6%-9.0pp |
| Annual return | -8.10% | 56.97%-65.1pp | 32.53%-40.6pp | 519.81%-527.9pp |
| Employer contribution / active EE | $1,422 | $2,716-47.7% | $1,961-27.5% | $4,779-70.3% |
| Participant deferral / active EE | $1,964 | $3,844-48.9% | $3,108-36.8% | $5,609-65.0% |
| Admin fee / account holder | $8 | $6,522-99.9% | $5,059-99.8% | $10,828-99.9% |