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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,511 | $93,124-0.7% | $77,100+20.0% | $134,545-31.2% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -19.86% | 62.68%-82.5pp | 42.35%-62.2pp | 418.37%-438.2pp |
| Employer contribution / active EE | $2,675 | $3,421-21.8% | $2,815-5.0% | $4,742-43.6% |
| Participant deferral / active EE | $4,819 | $5,242-8.1% | $4,430+8.8% | $6,401-24.7% |
| Admin fee / account holder | $170 | $6,970-97.6% | $5,443-96.9% | $11,431-98.5% |