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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,830 | $133,981-72.5% | $112,249-67.2% | $134,532-72.6% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -15.72% | 47.16%-62.9pp | 27.48%-43.2pp | 418.27%-434.0pp |
| Employer contribution / active EE | $2,015 | $4,040-50.1% | $3,636-44.6% | $4,741-57.5% |
| Participant deferral / active EE | $4,867 | $5,292-8.0% | $4,729+2.9% | $6,401-24.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |