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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,596 | $117,777-27.3% | $71,778+19.3% | $134,545-36.4% |
| Participation rate | 80.0% | 68.9%+11.1pp | 62.3%+17.7pp | 81.2%-1.2pp |
| Annual return | -17.53% | 25.46%-43.0pp | 9.15%-26.7pp | 418.37%-435.9pp |
| Employer contribution / active EE | $2,725 | $2,525+7.9% | $1,704+59.9% | $4,742-42.5% |
| Participant deferral / active EE | $12,879 | $3,756+242.9% | $2,656+384.9% | $6,401+101.2% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,431-100.0% |