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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,059 | $100,811+13.1% | $86,698+31.6% | $134,545-15.2% |
| Participation rate | 93.8% | 79.0%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -16.74% | 29.11%-45.9pp | 35.96%-52.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $8,011 | $3,490+129.5% | $2,837+182.4% | $4,742+69.0% |
| Participant deferral / active EE | $6,405 | $5,339+20.0% | $4,656+37.6% | $6,401+0.1% |
| Admin fee / account holder | $2 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |