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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,301 | $100,811+96.7% | $86,698+128.7% | $134,545+47.4% |
| Participation rate | 91.3% | 79.0%+12.4pp | 76.6%+14.7pp | 81.2%+10.1pp |
| Annual return | -7.91% | 29.11%-37.0pp | 35.96%-43.9pp | 418.37%-426.3pp |
| Employer contribution / active EE | $1,649 | $3,490-52.8% | $2,837-41.9% | $4,742-65.2% |
| Participant deferral / active EE | $4,127 | $5,339-22.7% | $4,656-11.4% | $6,401-35.5% |
| Admin fee / account holder | $52 | $10,926-99.5% | $7,492-99.3% | $11,431-99.5% |