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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,808 | $95,915+77.0% | $79,580+113.4% | $134,532+26.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.33% | -2.71%-13.6pp | 0.15%-16.5pp | 418.27%-434.6pp |
| Employer contribution / active EE | $1,278 | $3,129-59.1% | $2,413-47.0% | $4,741-73.0% |
| Participant deferral / active EE | $1,517 | $4,693-67.7% | $3,985-61.9% | $6,401-76.3% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |