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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,138 | $117,694+2.1% | $71,755+67.4% | $134,532-10.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -16.30% | 25.33%-41.6pp | 9.09%-25.4pp | 418.27%-434.6pp |
| Employer contribution / active EE | $2,086 | $2,523-17.3% | $1,704+22.5% | $4,741-56.0% |
| Participant deferral / active EE | $3,699 | $3,753-1.4% | $2,656+39.3% | $6,401-42.2% |
| Admin fee / account holder | $188 | $6,374-97.1% | $3,972-95.3% | $11,429-98.4% |