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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,717 | $69,012+176.4% | $160,037+19.2% | $68,490+178.5% |
| Participation rate | 95.1% | 65.4%+29.7pp | 78.0%+17.1pp | 67.9%+27.2pp |
| Annual return | -18.17% | -9.65%-8.5pp | 408.95%-427.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,534 | $2,212+14.5% | $4,226-40.0% | $2,597-2.4% |
| Participant deferral / active EE | $11,313 | $4,212+168.6% | $6,184+82.9% | $4,028+180.9% |
| Admin fee / account holder | $82 | $4,798-98.3% | $8,716-99.1% | $5,403-98.5% |