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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,136 | $129,960+5.5% | $104,299+31.5% | $134,545+1.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -5.94% | 42.06%-48.0pp | 24.62%-30.6pp | 418.37%-424.3pp |
| Employer contribution / active EE | $9,199 | $4,186+119.7% | $3,373+172.7% | $4,742+94.0% |
| Participant deferral / active EE | $3,678 | $5,589-34.2% | $4,626-20.5% | $6,401-42.5% |
| Admin fee / account holder | $116 | $9,324-98.8% | $7,339-98.4% | $11,431-99.0% |