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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,005 | $93,117+94.4% | $77,096+134.8% | $134,532+34.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -18.02% | 62.67%-80.7pp | 42.35%-60.4pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,397 | $3,420-59.2% | $2,814-50.4% | $4,741-70.5% |
| Participant deferral / active EE | $13,500 | $5,241+157.6% | $4,429+204.8% | $6,401+110.9% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |