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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,686 | $95,979+46.6% | $74,551+88.7% | $135,380+3.9% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -8.26% | 56.97%-65.2pp | 32.53%-40.8pp | 519.81%-528.1pp |
| Employer contribution / active EE | $1,905 | $2,716-29.9% | $1,961-2.8% | $4,779-60.1% |
| Participant deferral / active EE | $5,968 | $3,844+55.3% | $3,108+92.0% | $5,609+6.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |