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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,556 | $91,536-65.5% | $130,062-75.7% | $75,177-58.0% |
| Participation rate | 70.4% | 71.5%-1.1pp | 78.5%-8.1pp | 67.2%+3.2pp |
| Annual return | 25.38% | -631.62%+657.0pp | -137.37%+162.7pp | 160.75%-135.4pp |
| Employer contribution / active EE | $2,979 | $2,845+4.7% | $4,322-31.1% | $2,671+11.5% |
| Participant deferral / active EE | $2,584 | $4,343-40.5% | $5,821-55.6% | $4,126-37.4% |
| Admin fee / account holder | $34 | $6,780-99.5% | $10,601-99.7% | $5,651-99.4% |