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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,223 | $133,998-10.3% | $112,263+7.1% | $134,545-10.6% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -7.71% | 47.17%-54.9pp | 27.49%-35.2pp | 418.37%-426.1pp |
| Employer contribution / active EE | $1,835 | $4,040-54.6% | $3,636-49.5% | $4,742-61.3% |
| Participant deferral / active EE | $1,837 | $5,292-65.3% | $4,729-61.1% | $6,401-71.3% |
| Admin fee / account holder | $106 | $7,493-98.6% | $6,410-98.3% | $11,431-99.1% |