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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,705 | $93,124+20.0% | $77,100+44.9% | $134,545-17.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -15.89% | 62.68%-78.6pp | 42.35%-58.2pp | 418.37%-434.3pp |
| Employer contribution / active EE | $2,707 | $3,421-20.9% | $2,815-3.8% | $4,742-42.9% |
| Participant deferral / active EE | $11,443 | $5,242+118.3% | $4,430+158.3% | $6,401+78.8% |
| Admin fee / account holder | $20 | $6,970-99.7% | $5,443-99.6% | $11,431-99.8% |