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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,296 | $100,805+56.0% | $86,698+81.4% | $134,532+16.9% |
| Participation rate | 91.7% | 79.0%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -17.50% | 29.09%-46.6pp | 35.95%-53.4pp | 418.27%-435.8pp |
| Employer contribution / active EE | $3,029 | $3,490-13.2% | $2,837+6.8% | $4,741-36.1% |
| Participant deferral / active EE | $10,721 | $5,339+100.8% | $4,656+130.3% | $6,401+67.5% |
| Admin fee / account holder | $11 | $10,925-99.9% | $7,493-99.8% | $11,429-99.9% |