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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,212 | $142,409+53.9% | $119,634+83.2% | $134,545+62.9% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -20.02% | -12.46%-7.6pp | -14.98%-5.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,265 | $6,468-65.0% | $5,601-59.6% | $6,401-64.6% |
| Admin fee / account holder | $127 | $13,594-99.1% | $10,329-98.8% | $11,431-98.9% |