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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,172 | $105,866+13.5% | $90,766+32.4% | $134,545-10.7% |
| Participation rate | 90.9% | 78.3%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -17.26% | -10.99%-6.3pp | -12.16%-5.1pp | 418.37%-435.6pp |
| Employer contribution / active EE | $2,144 | $3,464-38.1% | $2,922-26.6% | $4,742-54.8% |
| Participant deferral / active EE | $7,765 | $5,217+48.8% | $4,565+70.1% | $6,401+21.3% |
| Admin fee / account holder | $162 | $13,938-98.8% | $8,446-98.1% | $11,431-98.6% |