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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,650 | $133,981-8.5% | $112,249+9.3% | $134,532-8.8% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -16.63% | 47.16%-63.8pp | 27.48%-44.1pp | 418.27%-434.9pp |
| Employer contribution / active EE | $4,773 | $4,040+18.1% | $3,636+31.3% | $4,741+0.7% |
| Participant deferral / active EE | $7,414 | $5,292+40.1% | $4,729+56.8% | $6,401+15.8% |
| Admin fee / account holder | $215 | $7,492-97.1% | $6,412-96.7% | $11,429-98.1% |