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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,556 | $105,866-5.0% | $90,766+10.8% | $134,545-25.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.01% | -10.99%0pp | -12.16%+1.2pp | 418.37%-429.4pp |
| Employer contribution / active EE | $5,125 | $3,464+48.0% | $2,922+75.4% | $4,742+8.1% |
| Participant deferral / active EE | $20,500 | $5,217+292.9% | $4,565+349.1% | $6,401+220.2% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |