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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,587 | $106,115+130.5% | $85,969+184.5% | $125,393+95.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -3.02% | 13.93%-16.9pp | 9.32%-12.3pp | 282.23%-285.3pp |
| Employer contribution / active EE | $25,529 | $4,537+462.7% | $3,474+634.7% | $4,866+424.6% |
| Participant deferral / active EE | $17,816 | $4,859+266.6% | $3,829+365.3% | $5,351+232.9% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |