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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,625 | $99,644+9.0% | $86,438+25.7% | $134,532-19.3% |
| Participation rate | 84.6% | 82.1%+2.6pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -14.46% | 6787.26%-6801.7pp | 4397.19%-4411.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $2,020 | $4,402-54.1% | $3,769-46.4% | $4,741-57.4% |
| Participant deferral / active EE | $7,036 | $7,247-2.9% | $6,952+1.2% | $6,401+9.9% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |