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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,665 | $105,861+39.5% | $90,756+62.7% | $134,509+9.8% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -17.76% | -10.99%-6.8pp | -12.16%-5.6pp | 418.13%-435.9pp |
| Employer contribution / active EE | $1,734 | $3,463-49.9% | $2,922-40.7% | $4,741-63.4% |
| Participant deferral / active EE | $6,159 | $5,217+18.1% | $4,565+34.9% | $6,400-3.8% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |