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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,076 | $211,946-39.1% | $169,452-23.8% | $135,380-4.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.50% | 3.26%-10.8pp | 1.83%-9.3pp | 519.81%-527.3pp |
| Employer contribution / active EE | $12,130 | $5,117+137.1% | $4,157+191.8% | $4,779+153.8% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.1% | $5,609+118.4% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |