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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,449 | $95,895+65.2% | $79,576+99.1% | $134,509+17.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.50% | -2.72%-15.8pp | 0.15%-18.7pp | 418.13%-436.6pp |
| Employer contribution / active EE | $3,288 | $3,128+5.1% | $2,413+36.3% | $4,741-30.6% |
| Participant deferral / active EE | $8,747 | $4,693+86.4% | $3,985+119.5% | $6,400+36.7% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |