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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,614 | $105,866+44.2% | $90,766+68.1% | $134,545+13.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.16% | -10.99%-1.2pp | -12.16%0pp | 418.37%-430.5pp |
| Employer contribution / active EE | $6,633 | $3,464+91.5% | $2,922+127.0% | $4,742+39.9% |
| Participant deferral / active EE | $6,284 | $5,217+20.5% | $4,565+37.7% | $6,401-1.8% |
| Admin fee / account holder | $68 | $13,938-99.5% | $8,446-99.2% | $11,431-99.4% |