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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,065 | $100,811+40.9% | $86,698+63.9% | $134,545+5.6% |
| Participation rate | 76.5% | 79.0%-2.5pp | 76.6%-0.1pp | 81.2%-4.8pp |
| Annual return | -14.69% | 29.11%-43.8pp | 35.96%-50.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $2,688 | $3,490-23.0% | $2,837-5.3% | $4,742-43.3% |
| Participant deferral / active EE | $8,822 | $5,339+65.2% | $4,656+89.5% | $6,401+37.8% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |