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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,517 | $100,811+4.7% | $86,698+21.7% | $134,545-21.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.58% | 29.11%-39.7pp | 35.96%-46.5pp | 418.37%-429.0pp |
| Employer contribution / active EE | $966 | $3,490-72.3% | $2,837-65.9% | $4,742-79.6% |
| Participant deferral / active EE | $3,176 | $5,339-40.5% | $4,656-31.8% | $6,401-50.4% |
| Admin fee / account holder | $240 | $10,926-97.8% | $7,492-96.8% | $11,431-97.9% |