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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,821 | $134,001+2.1% | $112,258+21.9% | $134,509+1.7% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -18.75% | 47.15%-65.9pp | 27.47%-46.2pp | 418.13%-436.9pp |
| Employer contribution / active EE | $8,480 | $4,039+109.9% | $3,636+133.3% | $4,741+78.9% |
| Participant deferral / active EE | $8,453 | $5,291+59.8% | $4,728+78.8% | $6,400+32.1% |
| Admin fee / account holder | $144 | $7,491-98.1% | $6,411-97.8% | $11,427-98.7% |