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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,216 | $133,998+12.1% | $112,263+33.8% | $134,545+11.6% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -11.18% | 47.17%-58.3pp | 27.49%-38.7pp | 418.37%-429.5pp |
| Employer contribution / active EE | $2,900 | $4,040-28.2% | $3,636-20.2% | $4,742-38.8% |
| Participant deferral / active EE | $1,634 | $5,292-69.1% | $4,729-65.4% | $6,401-74.5% |
| Admin fee / account holder | $271 | $7,493-96.4% | $6,410-95.8% | $11,431-97.6% |