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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,604 | $106,549-58.1% | $91,225-51.1% | $134,509-66.8% |
| Participation rate | 77.8% | 76.8%+1.0pp | 73.2%+4.6pp | 81.2%-3.5pp |
| Annual return | -7.77% | 160.73%-168.5pp | 114.10%-121.9pp | 418.13%-425.9pp |
| Employer contribution / active EE | $2,082 | $3,331-37.5% | $2,851-27.0% | $4,741-56.1% |
| Participant deferral / active EE | $4,586 | $4,719-2.8% | $4,234+8.3% | $6,400-28.4% |
| Admin fee / account holder | $215 | $6,234-96.6% | $5,422-96.0% | $11,427-98.1% |