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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,466 | $167,352-42.4% | $143,788-32.9% | $134,509-28.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.93% | 0.47%-13.4pp | -0.03%-12.9pp | 418.13%-431.1pp |
| Employer contribution / active EE | $14,644 | $5,620+160.6% | $4,952+195.7% | $4,741+208.9% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,400+40.6% |
| Admin fee / account holder | $203 | $18,091-98.9% | $14,675-98.6% | $11,427-98.2% |