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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,151 | $64,138+26.5% | $112,258-27.7% | $66,930+21.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -12.22% | -13.81%+1.6pp | 27.47%-39.7pp | 1.57%-13.8pp |
| Employer contribution / active EE | $16,818 | $3,006+459.4% | $3,636+362.6% | $2,545+560.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,411-100.0% | $593-100.0% |