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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,879 | $67,214+181.0% | $61,491+207.2% | $134,532+40.4% |
| Participation rate | 95.0% | 83.7%+11.3pp | 79.3%+15.7pp | 81.2%+13.8pp |
| Annual return | -15.88% | -12.08%-3.8pp | -12.98%-2.9pp | 418.27%-434.1pp |
| Employer contribution / active EE | $7,290 | $4,974+46.6% | $4,246+71.7% | $4,741+53.8% |
| Participant deferral / active EE | $0 | $6,103-100.0% | $5,188-100.0% | $6,401-100.0% |
| Admin fee / account holder | $95 | $4,610-97.9% | $4,312-97.8% | $11,429-99.2% |