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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,084 | $67,372-49.4% | $60,906-44.0% | $134,532-74.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | -17.79% | 50.05%-67.8pp | 16.94%-34.7pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,107 | $3,099-64.3% | $2,703-59.0% | $4,741-76.6% |
| Participant deferral / active EE | $2,481 | $4,532-45.3% | $3,814-34.9% | $6,401-61.2% |
| Admin fee / account holder | $54 | $4,588-98.8% | $3,227-98.3% | $11,429-99.5% |