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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,785 | $133,998+12.5% | $112,263+34.3% | $134,545+12.1% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -17.83% | 47.17%-65.0pp | 27.49%-45.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $2,045 | $4,040-49.4% | $3,636-43.7% | $4,742-56.9% |
| Participant deferral / active EE | $5,106 | $5,292-3.5% | $4,729+8.0% | $6,401-20.2% |
| Admin fee / account holder | $104 | $7,493-98.6% | $6,410-98.4% | $11,431-99.1% |