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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,203 | $100,811+51.0% | $86,698+75.6% | $134,545+13.1% |
| Participation rate | 92.9% | 79.0%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -14.56% | 29.11%-43.7pp | 35.96%-50.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $8,416 | $3,490+141.1% | $2,837+196.7% | $4,742+77.5% |
| Participant deferral / active EE | $3,800 | $5,339-28.8% | $4,656-18.4% | $6,401-40.6% |
| Admin fee / account holder | $286 | $10,926-97.4% | $7,492-96.2% | $11,431-97.5% |