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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,643 | $54,357+57.6% | $82,706+3.6% | $68,495+25.0% |
| Participation rate | 97.5% | 63.9%+33.6pp | 72.6%+24.9pp | 67.9%+29.6pp |
| Annual return | -15.51% | -13.67%-1.8pp | 701.76%-717.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $720 | $2,218-67.5% | $3,007-76.0% | $2,596-72.3% |
| Participant deferral / active EE | $1,863 | $3,246-42.6% | $4,394-57.6% | $4,028-53.7% |
| Admin fee / account holder | $236 | $4,396-94.6% | $5,329-95.6% | $5,403-95.6% |