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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,372 | $92,684+60.1% | $82,706+79.4% | $134,509+10.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.96% | 945.84%-964.8pp | 701.76%-720.7pp | 418.13%-437.1pp |
| Employer contribution / active EE | $3,996 | $3,272+22.1% | $3,007+32.9% | $4,741-15.7% |
| Participant deferral / active EE | $15,882 | $4,800+230.9% | $4,394+261.5% | $6,400+148.1% |
| Admin fee / account holder | $243 | $5,982-95.9% | $5,329-95.4% | $11,427-97.9% |