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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,936 | $95,915+100.1% | $79,580+141.2% | $134,532+42.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -16.36% | -2.71%-13.6pp | 0.15%-16.5pp | 418.27%-434.6pp |
| Employer contribution / active EE | $19,525 | $3,129+524.1% | $2,413+709.0% | $4,741+311.8% |
| Participant deferral / active EE | $13,635 | $4,693+190.5% | $3,985+242.1% | $6,401+113.0% |
| Admin fee / account holder | $274 | $9,132-97.0% | $6,835-96.0% | $11,429-97.6% |