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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,834 | $100,811+62.5% | $86,698+89.0% | $134,545+21.8% |
| Participation rate | 76.5% | 79.0%-2.5pp | 76.6%-0.1pp | 81.2%-4.8pp |
| Annual return | -17.25% | 29.11%-46.4pp | 35.96%-53.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $2,623 | $3,490-24.9% | $2,837-7.5% | $4,742-44.7% |
| Participant deferral / active EE | $5,929 | $5,339+11.0% | $4,656+27.3% | $6,401-7.4% |
| Admin fee / account holder | $5 | $10,926-100.0% | $7,492-99.9% | $11,431-100.0% |