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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,621 | $95,915+97.7% | $79,580+138.3% | $134,532+40.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -15.22% | -2.71%-12.5pp | 0.15%-15.4pp | 418.27%-433.5pp |
| Employer contribution / active EE | $3,183 | $3,129+1.7% | $2,413+31.9% | $4,741-32.9% |
| Participant deferral / active EE | $8,992 | $4,693+91.6% | $3,985+125.6% | $6,401+40.5% |
| Admin fee / account holder | $207 | $9,132-97.7% | $6,835-97.0% | $11,429-98.2% |