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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,838 | $84,499-41.0% | $125,391-60.3% | $66,949-25.6% |
| Participation rate | 88.7% | 76.4%+12.3pp | 82.4%+6.3pp | 69.8%+18.9pp |
| Annual return | -8.36% | -8.49%+0.1pp | 572.41%-580.8pp | 1.57%-9.9pp |
| Employer contribution / active EE | $4,475 | $3,554+25.9% | $4,816-7.1% | $2,545+75.8% |
| Participant deferral / active EE | $8,785 | $6,785+29.5% | $7,448+17.9% | $4,239+107.2% |
| Admin fee / account holder | $287 | $685-58.1% | $10,009-97.1% | $594-51.7% |