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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,248 | $82,674-38.0% | $125,381-59.1% | $68,486-25.2% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -17.53% | -5.97%-11.6pp | 572.31%-589.8pp | -7.85%-9.7pp |
| Employer contribution / active EE | $9,019 | $3,382+166.7% | $4,815+87.3% | $2,597+247.3% |
| Participant deferral / active EE | $11,543 | $6,111+88.9% | $7,448+55.0% | $4,028+186.6% |
| Admin fee / account holder | $5 | $6,277-99.9% | $10,007-99.9% | $5,404-99.9% |