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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,449 | $95,917+65.2% | $79,583+99.1% | $134,545+17.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.50% | -2.70%-15.8pp | 0.16%-18.7pp | 418.37%-436.9pp |
| Employer contribution / active EE | $3,288 | $3,129+5.1% | $2,414+36.2% | $4,742-30.6% |
| Participant deferral / active EE | $8,747 | $4,694+86.3% | $3,986+119.5% | $6,401+36.6% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |