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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,244 | $167,353-33.5% | $143,797-22.6% | $134,545-17.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -17.15% | 0.48%-17.6pp | -0.04%-17.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $7,397 | $5,620+31.6% | $4,952+49.4% | $4,742+56.0% |
| Participant deferral / active EE | $6,125 | $6,447-5.0% | $5,638+8.6% | $6,401-4.3% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |