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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,600 | $93,098+104.7% | $77,081+147.3% | $134,509+41.7% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -11.99% | 62.63%-74.6pp | 42.33%-54.3pp | 418.13%-430.1pp |
| Employer contribution / active EE | $1,623 | $3,419-52.5% | $2,813-42.3% | $4,741-65.8% |
| Participant deferral / active EE | $5,574 | $5,239+6.4% | $4,428+25.9% | $6,400-12.9% |
| Admin fee / account holder | $27 | $6,945-99.6% | $5,427-99.5% | $11,427-99.8% |