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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,228 | $95,917+28.5% | $79,583+54.8% | $134,545-8.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -9.86% | -2.70%-7.2pp | 0.16%-10.0pp | 418.37%-428.2pp |
| Employer contribution / active EE | $5,133 | $3,129+64.1% | $2,414+112.7% | $4,742+8.3% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $87 | $9,132-99.1% | $6,835-98.7% | $11,431-99.2% |