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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,269 | $167,533+23.7% | $151,645+36.7% | $134,545+54.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -15.33% | 7.81%-23.1pp | 3.34%-18.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $3,187 | $6,828-53.3% | $6,165-48.3% | $4,742-32.8% |
| Participant deferral / active EE | $4,304 | $8,985-52.1% | $8,363-48.5% | $6,401-32.8% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |