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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,700 | $95,895+74.9% | $79,576+110.7% | $134,509+24.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -11.80% | -2.72%-9.1pp | 0.15%-11.9pp | 418.13%-429.9pp |
| Employer contribution / active EE | $3,804 | $3,128+21.6% | $2,413+57.6% | $4,741-19.8% |
| Participant deferral / active EE | $7,714 | $4,693+64.4% | $3,985+93.6% | $6,400+20.5% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |