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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,188 | $97,020+56.9% | $83,327+82.6% | $135,380+12.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.24% | 12.31%-20.5pp | 10.64%-18.9pp | 519.81%-528.0pp |
| Employer contribution / active EE | $18,331 | $4,144+342.4% | $3,379+442.5% | $4,779+283.6% |
| Participant deferral / active EE | $18,332 | $5,964+207.4% | $5,565+229.4% | $5,609+226.8% |
| Admin fee / account holder | $137 | $8,426-98.4% | $7,540-98.2% | $10,828-98.7% |