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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,885 | $91,911+102.2% | $68,612+170.9% | $135,379+37.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.27% | -8.22%+2.9pp | -4.63%-0.6pp | 519.79%-525.1pp |
| Employer contribution / active EE | $16,212 | $3,924+313.2% | $2,625+517.6% | $4,779+239.2% |
| Participant deferral / active EE | $9,332 | $4,315+116.3% | $3,311+181.8% | $5,609+66.4% |
| Admin fee / account holder | $71 | $9,240-99.2% | $5,131-98.6% | $10,828-99.3% |