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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,541 | $133,998-43.6% | $112,263-32.7% | $134,545-43.9% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -18.09% | 47.17%-65.3pp | 27.49%-45.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $4,516 | $4,040+11.8% | $3,636+24.2% | $4,742-4.8% |
| Participant deferral / active EE | $6,183 | $5,292+16.8% | $4,729+30.7% | $6,401-3.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |