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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,403 | $105,861+86.5% | $90,756+117.5% | $134,509+46.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.51% | -10.99%-4.5pp | -12.16%-3.4pp | 418.13%-433.6pp |
| Employer contribution / active EE | $9,401 | $3,463+171.4% | $2,922+221.8% | $4,741+98.3% |
| Participant deferral / active EE | $9,248 | $5,217+77.3% | $4,565+102.6% | $6,400+44.5% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |