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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,597 | $134,001-74.9% | $112,258-70.1% | $134,509-75.0% |
| Participation rate | 78.3% | 78.6%-0.3pp | 75.1%+3.2pp | 81.2%-3.0pp |
| Annual return | -20.43% | 47.15%-67.6pp | 27.47%-47.9pp | 418.13%-438.6pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,805 | $5,291+66.4% | $4,728+86.2% | $6,400+37.6% |
| Admin fee / account holder | $149 | $7,491-98.0% | $6,411-97.7% | $11,427-98.7% |