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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,143 | $105,861+36.2% | $90,756+58.8% | $134,509+7.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.90% | -10.99%-4.9pp | -12.16%-3.7pp | 418.13%-434.0pp |
| Employer contribution / active EE | $6,330 | $3,463+82.8% | $2,922+116.7% | $4,741+33.5% |
| Participant deferral / active EE | $7,816 | $5,217+49.8% | $4,565+71.2% | $6,400+22.1% |
| Admin fee / account holder | $7 | $13,938-99.9% | $8,445-99.9% | $11,427-99.9% |