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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,519 | $167,522+36.4% | $151,639+50.7% | $134,532+69.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -16.64% | 7.81%-24.5pp | 3.34%-20.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $3,077 | $6,828-54.9% | $6,165-50.1% | $4,741-35.1% |
| Participant deferral / active EE | $8,773 | $8,986-2.4% | $8,363+4.9% | $6,401+37.1% |
| Admin fee / account holder | $4 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |