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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,059 | $167,362+10.0% | $143,799+28.0% | $134,532+36.8% |
| Participation rate | 70.6% | 84.8%-14.2pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -15.87% | 0.47%-16.3pp | -0.04%-15.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $7,291 | $5,620+29.7% | $4,952+47.2% | $4,741+53.8% |
| Participant deferral / active EE | $4,833 | $6,447-25.0% | $5,638-14.3% | $6,401-24.5% |
| Admin fee / account holder | $28 | $18,094-99.8% | $14,677-99.8% | $11,429-99.8% |