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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,369 | $100,811+82.9% | $86,698+112.7% | $134,545+37.0% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -13.24% | 29.11%-42.4pp | 35.96%-49.2pp | 418.37%-431.6pp |
| Employer contribution / active EE | $4,167 | $3,490+19.4% | $2,837+46.9% | $4,742-12.1% |
| Participant deferral / active EE | $4,833 | $5,339-9.5% | $4,656+3.8% | $6,401-24.5% |
| Admin fee / account holder | $8 | $10,926-99.9% | $7,492-99.9% | $11,431-99.9% |