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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,686 | $133,981+5.0% | $112,249+25.3% | $134,532+4.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.61% | 47.16%-53.8pp | 27.48%-34.1pp | 418.27%-424.9pp |
| Employer contribution / active EE | $8,543 | $4,040+111.5% | $3,636+134.9% | $4,741+80.2% |
| Participant deferral / active EE | $21,021 | $5,292+297.2% | $4,729+344.5% | $6,401+228.4% |
| Admin fee / account holder | $243 | $7,492-96.8% | $6,412-96.2% | $11,429-97.9% |