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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,867 | $133,981-10.5% | $112,249+6.8% | $134,532-10.9% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -13.87% | 47.16%-61.0pp | 27.48%-41.4pp | 418.27%-432.1pp |
| Employer contribution / active EE | $2,720 | $4,040-32.7% | $3,636-25.2% | $4,741-42.6% |
| Participant deferral / active EE | $9,300 | $5,292+75.7% | $4,729+96.7% | $6,401+45.3% |
| Admin fee / account holder | $2 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |