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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,890 | $167,504-24.2% | $151,628-16.3% | $134,509-5.7% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -18.86% | 7.81%-26.7pp | 3.34%-22.2pp | 418.13%-437.0pp |
| Employer contribution / active EE | $7,532 | $6,828+10.3% | $6,165+22.2% | $4,741+58.9% |
| Participant deferral / active EE | $17,162 | $8,985+91.0% | $8,363+105.2% | $6,400+168.1% |
| Admin fee / account holder | $204 | $13,779-98.5% | $11,613-98.2% | $11,427-98.2% |