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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,613 | $100,792+19.7% | $86,691+39.1% | $134,509-10.3% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.5pp |
| Annual return | -15.76% | 29.08%-44.8pp | 35.94%-51.7pp | 418.13%-433.9pp |
| Employer contribution / active EE | $1,276 | $3,491-63.4% | $2,837-55.0% | $4,741-73.1% |
| Participant deferral / active EE | $8,153 | $5,339+52.7% | $4,656+75.1% | $6,400+27.4% |
| Admin fee / account holder | $160 | $10,924-98.5% | $7,492-97.9% | $11,427-98.6% |