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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,518 | $100,811+25.5% | $86,698+45.9% | $134,545-6.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.18% | 29.11%-49.3pp | 35.96%-56.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $1,835 | $3,490-47.4% | $2,837-35.3% | $4,742-61.3% |
| Participant deferral / active EE | $4,451 | $5,339-16.6% | $4,656-4.4% | $6,401-30.5% |
| Admin fee / account holder | $80 | $10,926-99.3% | $7,492-98.9% | $11,431-99.3% |