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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,706 | $82,678+69.0% | $125,391+11.4% | $68,490+104.0% |
| Participation rate | 76.3% | 75.1%+1.3pp | 82.4%-6.1pp | 67.9%+8.4pp |
| Annual return | -15.79% | -5.97%-9.8pp | 572.41%-588.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,430 | $3,382-57.7% | $4,816-70.3% | $2,597-44.9% |
| Participant deferral / active EE | $7,702 | $6,111+26.0% | $7,448+3.4% | $4,028+91.2% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |