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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,913 | $100,811+60.6% | $86,698+86.8% | $134,545+20.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.53% | 29.11%-43.6pp | 35.96%-50.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $1,801 | $3,490-48.4% | $2,837-36.5% | $4,742-62.0% |
| Participant deferral / active EE | $6,982 | $5,339+30.8% | $4,656+49.9% | $6,401+9.1% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |