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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,543 | $142,392+67.5% | $119,622+99.4% | $134,532+77.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.52% | -12.46%+1.9pp | -14.98%+4.5pp | 418.27%-428.8pp |
| Employer contribution / active EE | $6,672 | $5,224+27.7% | $4,232+57.6% | $4,741+40.7% |
| Participant deferral / active EE | $6,216 | $6,467-3.9% | $5,601+11.0% | $6,401-2.9% |
| Admin fee / account holder | $269 | $13,593-98.0% | $10,328-97.4% | $11,429-97.6% |