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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,689 | $167,353+32.5% | $143,797+54.2% | $134,545+64.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.89% | 0.48%-15.4pp | -0.04%-14.9pp | 418.37%-433.3pp |
| Employer contribution / active EE | $2,322 | $5,620-58.7% | $4,952-53.1% | $4,742-51.0% |
| Participant deferral / active EE | $9,917 | $6,447+53.8% | $5,638+75.9% | $6,401+54.9% |
| Admin fee / account holder | $3 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |