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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,577 | $95,917+101.8% | $79,583+143.2% | $134,545+43.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.70% | -2.70%-14.0pp | 0.16%-16.9pp | 418.37%-435.1pp |
| Employer contribution / active EE | $14,336 | $3,129+358.2% | $2,414+494.0% | $4,742+202.4% |
| Participant deferral / active EE | $13,981 | $4,694+197.8% | $3,986+250.8% | $6,401+118.4% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |