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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,650 | $134,001-8.5% | $112,258+9.3% | $134,509-8.8% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -16.63% | 47.15%-63.8pp | 27.47%-44.1pp | 418.13%-434.8pp |
| Employer contribution / active EE | $4,773 | $4,039+18.2% | $3,636+31.3% | $4,741+0.7% |
| Participant deferral / active EE | $7,414 | $5,291+40.1% | $4,728+56.8% | $6,400+15.8% |
| Admin fee / account holder | $215 | $7,491-97.1% | $6,411-96.7% | $11,427-98.1% |