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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,601 | $95,188+55.1% | $76,518+92.9% | $135,380+9.0% |
| Participation rate | 72.7% | 74.4%-1.7pp | 68.0%+4.7pp | 82.6%-9.9pp |
| Annual return | -7.12% | 4.85%-12.0pp | -0.27%-6.9pp | 519.81%-526.9pp |
| Employer contribution / active EE | $6,205 | $3,303+87.9% | $2,647+134.4% | $4,779+29.8% |
| Participant deferral / active EE | $5,514 | $4,640+18.8% | $3,836+43.8% | $5,609-1.7% |
| Admin fee / account holder | $69 | $6,249-98.9% | $4,849-98.6% | $10,828-99.4% |