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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,264 | $67,372-12.0% | $60,906-2.7% | $134,532-55.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -15.93% | 50.05%-66.0pp | 16.94%-32.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $3,118 | $3,099+0.6% | $2,703+15.3% | $4,741-34.2% |
| Participant deferral / active EE | $8,951 | $4,532+97.5% | $3,814+134.7% | $6,401+39.8% |
| Admin fee / account holder | $14 | $4,588-99.7% | $3,227-99.6% | $11,429-99.9% |