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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,794 | $82,288+162.2% | $68,794+213.7% | $134,509+60.4% |
| Participation rate | 90.9% | 75.1%+15.9pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | -17.61% | -2.19%-15.4pp | -6.37%-11.2pp | 418.13%-435.7pp |
| Employer contribution / active EE | $10,056 | $3,301+204.7% | $2,656+278.7% | $4,741+112.1% |
| Participant deferral / active EE | $7,280 | $4,738+53.6% | $3,941+84.7% | $6,400+13.7% |
| Admin fee / account holder | $163 | $6,482-97.5% | $4,934-96.7% | $11,427-98.6% |