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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,062 | $100,811+31.0% | $86,698+52.3% | $134,545-1.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -19.08% | 29.11%-48.2pp | 35.96%-55.0pp | 418.37%-437.5pp |
| Employer contribution / active EE | $2,531 | $3,490-27.5% | $2,837-10.8% | $4,742-46.6% |
| Participant deferral / active EE | $5,353 | $5,339+0.2% | $4,656+15.0% | $6,401-16.4% |
| Admin fee / account holder | -$334 | $10,926-103.1% | $7,492-104.5% | $11,431-102.9% |