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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,035 | $105,866+37.0% | $90,766+59.8% | $134,545+7.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.21% | -10.99%-6.2pp | -12.16%-5.1pp | 418.37%-435.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,344 | $5,217+21.6% | $4,565+39.0% | $6,401-0.9% |
| Admin fee / account holder | $243 | $13,938-98.3% | $8,446-97.1% | $11,431-97.9% |