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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,051 | $142,361+60.2% | $119,608+90.7% | $134,509+69.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.76% | -12.46%-3.3pp | -14.98%-0.8pp | 418.13%-433.9pp |
| Employer contribution / active EE | $2,553 | $5,224-51.1% | $4,232-39.7% | $4,741-46.1% |
| Participant deferral / active EE | $8,480 | $6,468+31.1% | $5,601+51.4% | $6,400+32.5% |
| Admin fee / account holder | $270 | $13,588-98.0% | $10,326-97.4% | $11,427-97.6% |