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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,338 | $67,396+32.6% | $60,919+46.6% | $134,545-33.6% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.1%+11.1pp | 81.2%+3.0pp |
| Annual return | -17.65% | 50.12%-67.8pp | 16.96%-34.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $3,253 | $3,101+4.9% | $2,704+20.3% | $4,742-31.4% |
| Participant deferral / active EE | $6,957 | $4,534+53.4% | $3,814+82.4% | $6,401+8.7% |
| Admin fee / account holder | $150 | $4,590-96.7% | $3,228-95.4% | $11,431-98.7% |