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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,760 | $75,935+65.6% | $60,547+107.7% | $125,389+0.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -1.17% | -5.38%+4.2pp | 335.64%-336.8pp | 282.24%-283.4pp |
| Employer contribution / active EE | $15,139 | $3,438+340.3% | $2,419+525.8% | $4,866+211.1% |
| Participant deferral / active EE | $17,098 | $4,506+279.4% | $3,328+413.8% | $5,352+219.5% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |