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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,536 | $100,811+19.6% | $86,698+39.0% | $134,545-10.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.23% | 29.11%-44.3pp | 35.96%-51.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $5,615 | $3,490+60.9% | $2,837+97.9% | $4,742+18.4% |
| Participant deferral / active EE | $5,034 | $5,339-5.7% | $4,656+8.1% | $6,401-21.4% |
| Admin fee / account holder | $81 | $10,926-99.3% | $7,492-98.9% | $11,431-99.3% |