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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,428 | $82,288+18.4% | $68,794+41.6% | $134,509-27.6% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.0%+2.4pp | 81.2%-9.8pp |
| Annual return | -17.31% | -2.19%-15.1pp | -6.37%-10.9pp | 418.13%-435.4pp |
| Employer contribution / active EE | $9,372 | $3,301+183.9% | $2,656+252.9% | $4,741+97.7% |
| Participant deferral / active EE | $9,365 | $4,738+97.6% | $3,941+137.6% | $6,400+46.3% |
| Admin fee / account holder | $0 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |