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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,468 | $69,012+9.4% | $160,037-52.8% | $68,490+10.2% |
| Participation rate | 77.5% | 65.4%+12.1pp | 78.0%-0.5pp | 67.9%+9.6pp |
| Annual return | -18.67% | -9.65%-9.0pp | 408.95%-427.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $4,070 | $2,212+83.9% | $4,226-3.7% | $2,597+56.7% |
| Participant deferral / active EE | $7,385 | $4,212+75.3% | $6,184+19.4% | $4,028+83.3% |
| Admin fee / account holder | $88 | $4,798-98.2% | $8,716-99.0% | $5,403-98.4% |