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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,228 | $133,998+12.1% | $112,263+33.8% | $134,545+11.7% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -17.57% | 47.17%-64.7pp | 27.49%-45.1pp | 418.37%-435.9pp |
| Employer contribution / active EE | $8,153 | $4,040+101.8% | $3,636+124.2% | $4,742+71.9% |
| Participant deferral / active EE | $12,081 | $5,292+128.3% | $4,729+155.4% | $6,401+88.7% |
| Admin fee / account holder | $22 | $7,493-99.7% | $6,410-99.7% | $11,431-99.8% |