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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,551 | $95,917+94.5% | $79,583+134.4% | $134,545+38.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -17.76% | -2.70%-15.1pp | 0.16%-17.9pp | 418.37%-436.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,600 | $4,694+104.5% | $3,986+140.9% | $6,401+50.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |