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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,713 | $69,518+167.1% | $59,883+210.1% | $135,382+37.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.84% | 7.95%-10.8pp | 3.46%-6.3pp | 519.77%-522.6pp |
| Employer contribution / active EE | $13,780 | $3,235+326.0% | $2,722+406.2% | $4,779+188.3% |
| Participant deferral / active EE | $8,815 | $4,204+109.7% | $3,402+159.1% | $5,609+57.2% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,829-100.0% |