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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,896 | $93,098+80.3% | $77,081+117.8% | $134,509+24.8% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -16.25% | 62.63%-78.9pp | 42.33%-58.6pp | 418.13%-434.4pp |
| Employer contribution / active EE | $2,950 | $3,419-13.7% | $2,813+4.9% | $4,741-37.8% |
| Participant deferral / active EE | $8,051 | $5,239+53.7% | $4,428+81.8% | $6,400+25.8% |
| Admin fee / account holder | $34 | $6,945-99.5% | $5,427-99.4% | $11,427-99.7% |