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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,730 | $100,805-39.8% | $86,698-30.0% | $134,532-54.9% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -6.83% | 29.09%-35.9pp | 35.95%-42.8pp | 418.27%-425.1pp |
| Employer contribution / active EE | $3,750 | $3,490+7.5% | $2,837+32.2% | $4,741-20.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $47 | $10,925-99.6% | $7,493-99.4% | $11,429-99.6% |