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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,988 | $133,981+72.4% | $112,249+105.8% | $134,532+71.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.74% | 47.16%-66.9pp | 27.48%-47.2pp | 418.27%-438.0pp |
| Employer contribution / active EE | $4,494 | $4,040+11.2% | $3,636+23.6% | $4,741-5.2% |
| Participant deferral / active EE | $10,450 | $5,292+97.5% | $4,729+121.0% | $6,401+63.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |