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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,867 | $142,361+11.6% | $119,608+32.8% | $134,509+18.1% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -15.98% | -12.46%-3.5pp | -14.98%-1.0pp | 418.13%-434.1pp |
| Employer contribution / active EE | $3,739 | $5,224-28.4% | $4,232-11.7% | $4,741-21.1% |
| Participant deferral / active EE | $8,198 | $6,468+26.7% | $5,601+46.4% | $6,400+28.1% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |