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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,368 | $95,915+37.0% | $79,580+65.1% | $134,532-2.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -17.12% | -2.71%-14.4pp | 0.15%-17.3pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,171 | $3,129+1.3% | $2,413+31.4% | $4,741-33.1% |
| Participant deferral / active EE | $8,342 | $4,693+77.7% | $3,985+109.3% | $6,401+30.3% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |