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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,957 | $54,355+87.6% | $82,744+23.2% | $68,486+48.9% |
| Participation rate | 88.0% | 63.9%+24.1pp | 72.6%+15.4pp | 67.9%+20.1pp |
| Annual return | -9.55% | -13.67%+4.1pp | 702.22%-711.8pp | -7.85%-1.7pp |
| Employer contribution / active EE | $5,694 | $2,219+156.7% | $3,008+89.3% | $2,597+119.3% |
| Participant deferral / active EE | $10,091 | $3,246+210.8% | $4,395+129.6% | $4,028+150.5% |
| Admin fee / account holder | $2 | $4,397-100.0% | $5,325-100.0% | $5,404-100.0% |