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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,595 | $133,981-72.7% | $112,249-67.4% | $134,532-72.8% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -16.99% | 47.16%-64.1pp | 27.48%-44.5pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,246 | $5,292+18.0% | $4,729+32.1% | $6,401-2.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |