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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,859 | $95,895+26.0% | $79,576+51.9% | $134,509-10.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -19.51% | -2.72%-16.8pp | 0.15%-19.7pp | 418.13%-437.6pp |
| Employer contribution / active EE | $1,982 | $3,128-36.6% | $2,413-17.9% | $4,741-58.2% |
| Participant deferral / active EE | $9,592 | $4,693+104.4% | $3,985+140.7% | $6,400+49.9% |
| Admin fee / account holder | $20 | $9,129-99.8% | $6,834-99.7% | $11,427-99.8% |