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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,791 | $129,959-11.7% | $104,301+10.1% | $134,532-14.7% |
| Participation rate | 93.8% | 79.5%+14.2pp | 73.3%+20.5pp | 81.2%+12.5pp |
| Annual return | -17.17% | 42.04%-59.2pp | 24.61%-41.8pp | 418.27%-435.4pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,555 | $5,589+71.0% | $4,626+106.6% | $6,401+49.3% |
| Admin fee / account holder | $269 | $9,325-97.1% | $7,340-96.3% | $11,429-97.6% |