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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,608 | $133,981+16.9% | $112,249+39.5% | $134,532+16.4% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | -16.56% | 47.16%-63.7pp | 27.48%-44.0pp | 418.27%-434.8pp |
| Employer contribution / active EE | $5,644 | $4,040+39.7% | $3,636+55.2% | $4,741+19.1% |
| Participant deferral / active EE | $4,915 | $5,292-7.1% | $4,729+3.9% | $6,401-23.2% |
| Admin fee / account holder | $119 | $7,492-98.4% | $6,412-98.1% | $11,429-99.0% |