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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,753 | $129,959+88.3% | $104,301+134.7% | $134,532+81.9% |
| Participation rate | 92.3% | 79.5%+12.8pp | 73.3%+19.0pp | 81.2%+11.1pp |
| Annual return | -13.50% | 42.04%-55.5pp | 24.61%-38.1pp | 418.27%-431.8pp |
| Employer contribution / active EE | $12,293 | $4,185+193.7% | $3,373+264.5% | $4,741+159.3% |
| Participant deferral / active EE | $11,554 | $5,589+106.7% | $4,626+149.8% | $6,401+80.5% |
| Admin fee / account holder | $193 | $9,325-97.9% | $7,340-97.4% | $11,429-98.3% |