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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,570 | $167,533+45.4% | $151,645+60.6% | $134,545+81.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -13.75% | 7.81%-21.6pp | 3.34%-17.1pp | 418.37%-432.1pp |
| Employer contribution / active EE | $2,845 | $6,828-58.3% | $6,165-53.8% | $4,742-40.0% |
| Participant deferral / active EE | $11,140 | $8,985+24.0% | $8,363+33.2% | $6,401+74.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |