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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,738 | $95,915+51.9% | $79,580+83.1% | $134,532+8.3% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -19.47% | -2.71%-16.8pp | 0.15%-19.6pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,823 | $3,129-41.7% | $2,413-24.5% | $4,741-61.6% |
| Participant deferral / active EE | $4,333 | $4,693-7.7% | $3,985+8.7% | $6,401-32.3% |
| Admin fee / account holder | $271 | $9,132-97.0% | $6,835-96.0% | $11,429-97.6% |