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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,632 | $95,188+126.5% | $76,518+181.8% | $135,380+59.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.26% | 4.85%-12.1pp | -0.27%-7.0pp | 519.81%-527.1pp |
| Employer contribution / active EE | $7,360 | $3,303+122.8% | $2,647+178.0% | $4,779+54.0% |
| Participant deferral / active EE | $6,345 | $4,640+36.7% | $3,836+65.4% | $5,609+13.1% |
| Admin fee / account holder | $14 | $6,249-99.8% | $4,849-99.7% | $10,828-99.9% |