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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,289 | $100,805+14.4% | $86,698+33.0% | $134,532-14.3% |
| Participation rate | 82.6% | 79.0%+3.7pp | 76.6%+6.0pp | 81.2%+1.4pp |
| Annual return | -11.51% | 29.09%-40.6pp | 35.95%-47.5pp | 418.27%-429.8pp |
| Employer contribution / active EE | $2,978 | $3,490-14.7% | $2,837+5.0% | $4,741-37.2% |
| Participant deferral / active EE | $5,671 | $5,339+6.2% | $4,656+21.8% | $6,401-11.4% |
| Admin fee / account holder | $202 | $10,925-98.2% | $7,493-97.3% | $11,429-98.2% |