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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,255 | $167,352+35.8% | $143,788+58.0% | $134,509+69.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -18.02% | 0.47%-18.5pp | -0.03%-18.0pp | 418.13%-436.2pp |
| Employer contribution / active EE | $2,391 | $5,620-57.5% | $4,952-51.7% | $4,741-49.6% |
| Participant deferral / active EE | $11,922 | $6,447+84.9% | $5,638+111.5% | $6,400+86.3% |
| Admin fee / account holder | $92 | $18,091-99.5% | $14,675-99.4% | $11,427-99.2% |