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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,210 | $107,809+41.2% | $90,657+67.9% | $135,379+12.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.05% | -0.90%-6.2pp | 1.89%-8.9pp | 519.79%-526.8pp |
| Employer contribution / active EE | $25,583 | $3,018+747.7% | $2,532+910.5% | $4,779+435.3% |
| Participant deferral / active EE | $12,636 | $3,872+226.4% | $3,424+269.0% | $5,609+125.3% |
| Admin fee / account holder | $15 | $5,931-99.7% | $4,994-99.7% | $10,828-99.9% |