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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,582 | $142,409+48.6% | $119,634+76.9% | $134,545+57.3% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.4pp | 81.2%+4.5pp |
| Annual return | -17.08% | -12.46%-4.6pp | -14.98%-2.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $4,636 | $5,224-11.3% | $4,232+9.5% | $4,742-2.2% |
| Participant deferral / active EE | $5,541 | $6,468-14.3% | $5,601-1.1% | $6,401-13.4% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |