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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,431 | $82,678-12.4% | $125,391-42.2% | $68,490+5.8% |
| Participation rate | 79.7% | 75.1%+4.6pp | 82.4%-2.7pp | 67.9%+11.8pp |
| Annual return | -16.07% | -5.97%-10.1pp | 572.41%-588.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $14,020 | $3,382+314.5% | $4,816+191.1% | $2,597+439.9% |
| Participant deferral / active EE | $12,043 | $6,111+97.1% | $7,448+61.7% | $4,028+199.0% |
| Admin fee / account holder | $42 | $6,277-99.3% | $10,009-99.6% | $5,403-99.2% |