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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,510 | $133,998-18.3% | $112,263-2.5% | $134,545-18.6% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -17.80% | 47.17%-65.0pp | 27.49%-45.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $6,955 | $4,040+72.1% | $3,636+91.3% | $4,742+46.7% |
| Participant deferral / active EE | $7,185 | $5,292+35.8% | $4,729+51.9% | $6,401+12.2% |
| Admin fee / account holder | $60 | $7,493-99.2% | $6,410-99.1% | $11,431-99.5% |