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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,152 | $133,998+15.8% | $112,263+38.2% | $134,545+15.3% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -19.08% | 47.17%-66.3pp | 27.49%-46.6pp | 418.37%-437.4pp |
| Employer contribution / active EE | $3,545 | $4,040-12.3% | $3,636-2.5% | $4,742-25.2% |
| Participant deferral / active EE | $7,672 | $5,292+45.0% | $4,729+62.2% | $6,401+19.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |