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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,827 | $93,124+31.9% | $77,100+59.3% | $134,545-8.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -18.13% | 62.68%-80.8pp | 42.35%-60.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $5,034 | $3,421+47.1% | $2,815+78.8% | $4,742+6.2% |
| Participant deferral / active EE | $8,160 | $5,242+55.7% | $4,430+84.2% | $6,401+27.5% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |