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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,663 | $129,960-3.3% | $104,299+20.5% | $134,545-6.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.88% | 42.06%-60.9pp | 24.62%-43.5pp | 418.37%-437.2pp |
| Employer contribution / active EE | $5,643 | $4,186+34.8% | $3,373+67.3% | $4,742+19.0% |
| Participant deferral / active EE | $9,000 | $5,589+61.0% | $4,626+94.6% | $6,401+40.6% |
| Admin fee / account holder | $163 | $9,324-98.2% | $7,339-97.8% | $11,431-98.6% |