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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,748 | $69,541+257.7% | $59,899+315.3% | $135,380+83.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.53% | 7.95%-11.5pp | 3.46%-7.0pp | 519.81%-523.3pp |
| Employer contribution / active EE | $15,932 | $3,236+392.3% | $2,723+485.1% | $4,779+233.4% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |