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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,731 | $82,678+40.0% | $125,391-7.7% | $68,490+69.0% |
| Participation rate | 89.4% | 75.1%+14.3pp | 82.4%+7.0pp | 67.9%+21.5pp |
| Annual return | -15.61% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,218 | $3,382-64.0% | $4,816-74.7% | $2,597-53.1% |
| Participant deferral / active EE | $9,999 | $6,111+63.6% | $7,448+34.2% | $4,028+148.3% |
| Admin fee / account holder | $143 | $6,277-97.7% | $10,009-98.6% | $5,403-97.3% |