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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,753 | $167,352+42.1% | $143,788+65.3% | $134,509+76.8% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -17.46% | 0.47%-17.9pp | -0.03%-17.4pp | 418.13%-435.6pp |
| Employer contribution / active EE | $1,722 | $5,620-69.4% | $4,952-65.2% | $4,741-63.7% |
| Participant deferral / active EE | $5,300 | $6,447-17.8% | $5,638-6.0% | $6,400-17.2% |
| Admin fee / account holder | $48 | $18,091-99.7% | $14,675-99.7% | $11,427-99.6% |