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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,402 | $129,960+13.4% | $104,299+41.3% | $134,545+9.6% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -16.02% | 42.06%-58.1pp | 24.62%-40.6pp | 418.37%-434.4pp |
| Employer contribution / active EE | $7,048 | $4,186+68.4% | $3,373+108.9% | $4,742+48.6% |
| Participant deferral / active EE | $8,821 | $5,589+57.8% | $4,626+90.7% | $6,401+37.8% |
| Admin fee / account holder | $66 | $9,324-99.3% | $7,339-99.1% | $11,431-99.4% |