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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,680 | $95,915+25.8% | $79,580+51.6% | $134,532-10.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -16.16% | -2.71%-13.5pp | 0.15%-16.3pp | 418.27%-434.4pp |
| Employer contribution / active EE | $2,301 | $3,129-26.4% | $2,413-4.6% | $4,741-51.5% |
| Participant deferral / active EE | $9,421 | $4,693+100.7% | $3,985+136.4% | $6,401+47.2% |
| Admin fee / account holder | $20 | $9,132-99.8% | $6,835-99.7% | $11,429-99.8% |