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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,127 | $100,811+52.9% | $86,698+77.8% | $134,545+14.6% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -15.34% | 29.11%-44.5pp | 35.96%-51.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $1,756 | $3,490-49.7% | $2,837-38.1% | $4,742-63.0% |
| Participant deferral / active EE | $3,410 | $5,339-36.1% | $4,656-26.8% | $6,401-46.7% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |