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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,540 | $95,915+121.6% | $79,580+167.1% | $134,532+58.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.47% | -2.71%-11.8pp | 0.15%-14.6pp | 418.27%-432.7pp |
| Employer contribution / active EE | $3,786 | $3,129+21.0% | $2,413+56.9% | $4,741-20.1% |
| Participant deferral / active EE | $13,488 | $4,693+187.4% | $3,985+238.4% | $6,401+110.7% |
| Admin fee / account holder | -$0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |