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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,014 | $100,811+8.1% | $86,698+25.7% | $134,545-19.0% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -18.69% | 29.11%-47.8pp | 35.96%-54.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,234 | $3,490-36.0% | $2,837-21.3% | $4,742-52.9% |
| Participant deferral / active EE | $8,314 | $5,339+55.7% | $4,656+78.6% | $6,401+29.9% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |