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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,023 | $84,493-37.2% | $125,381-57.7% | $66,938-20.8% |
| Participation rate | 81.8% | 76.4%+5.4pp | 82.4%-0.6pp | 69.8%+12.0pp |
| Annual return | -17.86% | -8.49%-9.4pp | 572.31%-590.2pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,369 | $3,554-61.5% | $4,815-71.6% | $2,545-46.2% |
| Participant deferral / active EE | $4,017 | $6,783-40.8% | $7,448-46.1% | $4,238-5.2% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |