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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,452 | $91,911+53.9% | $68,612+106.2% | $135,379+4.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -8.87% | -8.22%-0.7pp | -4.63%-4.2pp | 519.79%-528.7pp |
| Employer contribution / active EE | $21,258 | $3,924+441.8% | $2,625+709.8% | $4,779+344.8% |
| Participant deferral / active EE | $12,619 | $4,315+192.4% | $3,311+281.1% | $5,609+125.0% |
| Admin fee / account holder | $70 | $9,240-99.2% | $5,131-98.6% | $10,828-99.4% |