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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,892 | $84,482+76.2% | $125,363+18.8% | $66,930+122.5% |
| Participation rate | 94.6% | 76.4%+18.2pp | 82.4%+12.2pp | 69.8%+24.8pp |
| Annual return | -15.34% | -8.49%-6.8pp | 572.15%-587.5pp | 1.57%-16.9pp |
| Employer contribution / active EE | $1,881 | $3,553-47.1% | $4,815-60.9% | $2,545-26.1% |
| Participant deferral / active EE | $0 | $6,782-100.0% | $7,447-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,005-100.0% | $593-100.0% |