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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,145 | $158,852+18.4% | $121,220+55.2% | $135,379+39.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -8.93% | -0.64%-8.3pp | 16.94%-25.9pp | 519.79%-528.7pp |
| Employer contribution / active EE | $10,169 | $5,666+79.5% | $4,023+152.8% | $4,779+112.8% |
| Participant deferral / active EE | $5,921 | $4,006+47.8% | $3,345+77.0% | $5,609+5.6% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |