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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,356 | $142,361+26.7% | $119,608+50.8% | $134,509+34.1% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -1.83% | -12.46%+10.6pp | -14.98%+13.2pp | 418.13%-420.0pp |
| Employer contribution / active EE | $7,770 | $5,224+48.7% | $4,232+83.6% | $4,741+63.9% |
| Participant deferral / active EE | $3,948 | $6,468-39.0% | $5,601-29.5% | $6,400-38.3% |
| Admin fee / account holder | $32 | $13,588-99.8% | $10,326-99.7% | $11,427-99.7% |