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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,517 | $105,866+8.2% | $90,766+26.2% | $134,545-14.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.13% | -10.99%-7.1pp | -12.16%-6.0pp | 418.37%-436.5pp |
| Employer contribution / active EE | $6,056 | $3,464+74.8% | $2,922+107.3% | $4,742+27.7% |
| Participant deferral / active EE | $12,001 | $5,217+130.0% | $4,565+162.9% | $6,401+87.5% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,446-99.8% | $11,431-99.8% |