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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,375 | $105,861+65.7% | $90,756+93.2% | $134,509+30.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.51% | -10.99%-6.5pp | -12.16%-5.4pp | 418.13%-435.6pp |
| Employer contribution / active EE | $1,747 | $3,463-49.6% | $2,922-40.2% | $4,741-63.2% |
| Participant deferral / active EE | $2,707 | $5,217-48.1% | $4,565-40.7% | $6,400-57.7% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |