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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,955 | $93,117+33.1% | $77,096+60.8% | $134,532-7.9% |
| Participation rate | 78.6% | 74.5%+4.1pp | 67.9%+10.6pp | 81.2%-2.7pp |
| Annual return | -18.74% | 62.67%-81.4pp | 42.35%-61.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $2,148 | $3,420-37.2% | $2,814-23.7% | $4,741-54.7% |
| Participant deferral / active EE | $4,648 | $5,241-11.3% | $4,429+4.9% | $6,401-27.4% |
| Admin fee / account holder | $190 | $6,948-97.3% | $5,428-96.5% | $11,429-98.3% |