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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,230 | $167,362+38.2% | $143,799+60.8% | $134,532+71.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.25% | 0.47%-14.7pp | -0.04%-14.2pp | 418.27%-432.5pp |
| Employer contribution / active EE | $12,340 | $5,620+119.6% | $4,952+149.2% | $4,741+160.3% |
| Participant deferral / active EE | $4,717 | $6,447-26.8% | $5,638-16.3% | $6,401-26.3% |
| Admin fee / account holder | $15 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |