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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,335 | $133,998+69.7% | $112,263+102.5% | $134,545+69.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -14.73% | 47.17%-61.9pp | 27.49%-42.2pp | 418.37%-433.1pp |
| Employer contribution / active EE | $2,375 | $4,040-41.2% | $3,636-34.7% | $4,742-49.9% |
| Participant deferral / active EE | $6,745 | $5,292+27.4% | $4,729+42.6% | $6,401+5.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |