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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,746 | $100,805-29.8% | $86,698-18.4% | $134,532-47.4% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -8.45% | 29.09%-37.5pp | 35.95%-44.4pp | 418.27%-426.7pp |
| Employer contribution / active EE | $24,579 | $3,490+604.3% | $2,837+766.5% | $4,741+418.4% |
| Participant deferral / active EE | $6,894 | $5,339+29.1% | $4,656+48.1% | $6,401+7.7% |
| Admin fee / account holder | $203 | $10,925-98.1% | $7,493-97.3% | $11,429-98.2% |