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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,869 | $95,895+51.1% | $79,576+82.1% | $134,509+7.7% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.5pp |
| Annual return | -16.91% | -2.72%-14.2pp | 0.15%-17.1pp | 418.13%-435.0pp |
| Employer contribution / active EE | $7,388 | $3,128+136.2% | $2,413+206.2% | $4,741+55.9% |
| Participant deferral / active EE | $6,121 | $4,693+30.4% | $3,985+53.6% | $6,400-4.4% |
| Admin fee / account holder | $171 | $9,129-98.1% | $6,834-97.5% | $11,427-98.5% |