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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,896 | $93,117+80.3% | $77,096+117.8% | $134,532+24.8% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -16.25% | 62.67%-78.9pp | 42.35%-58.6pp | 418.27%-434.5pp |
| Employer contribution / active EE | $2,950 | $3,420-13.7% | $2,814+4.8% | $4,741-37.8% |
| Participant deferral / active EE | $8,051 | $5,241+53.6% | $4,429+81.8% | $6,401+25.8% |
| Admin fee / account holder | $34 | $6,948-99.5% | $5,428-99.4% | $11,429-99.7% |