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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,356 | $100,805-51.0% | $86,698-43.1% | $134,532-63.3% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -10.80% | 29.09%-39.9pp | 35.95%-46.7pp | 418.27%-429.1pp |
| Employer contribution / active EE | $2,377 | $3,490-31.9% | $2,837-16.2% | $4,741-49.9% |
| Participant deferral / active EE | $5,854 | $5,339+9.6% | $4,656+25.7% | $6,401-8.5% |
| Admin fee / account holder | $17 | $10,925-99.8% | $7,493-99.8% | $11,429-99.8% |