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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,072 | $82,288+21.6% | $68,794+45.5% | $134,509-25.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -12.22% | -2.19%-10.0pp | -6.37%-5.8pp | 418.13%-430.4pp |
| Employer contribution / active EE | $9,083 | $3,301+175.2% | $2,656+242.0% | $4,741+91.6% |
| Participant deferral / active EE | $7,800 | $4,738+64.6% | $3,941+97.9% | $6,400+21.9% |
| Admin fee / account holder | $21 | $6,482-99.7% | $4,934-99.6% | $11,427-99.8% |