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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,770 | $154,209-61.9% | $130,062-54.8% | $139,487-57.9% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 9.79% | 32.52%-22.7pp | -137.37%+147.2pp | 373.84%-364.1pp |
| Employer contribution / active EE | $2,599 | $5,292-50.9% | $4,322-39.9% | $4,755-45.3% |
| Participant deferral / active EE | $5,999 | $6,709-10.6% | $5,821+3.1% | $6,713-10.6% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |