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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,572 | $64,176+156.4% | $112,263+46.6% | $66,949+145.8% |
| Participation rate | 99.2% | 68.4%+30.7pp | 75.1%+24.1pp | 69.8%+29.4pp |
| Annual return | -8.35% | -13.80%+5.5pp | 27.49%-35.8pp | 1.57%-9.9pp |
| Employer contribution / active EE | $22,554 | $3,007+650.1% | $3,636+520.3% | $2,545+786.1% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |