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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,108 | $117,694-19.2% | $71,755+32.5% | $134,532-29.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -6.81% | 25.33%-32.1pp | 9.09%-15.9pp | 418.27%-425.1pp |
| Employer contribution / active EE | $3,393 | $2,523+34.5% | $1,704+99.2% | $4,741-28.4% |
| Participant deferral / active EE | $8,191 | $3,753+118.2% | $2,656+208.5% | $6,401+28.0% |
| Admin fee / account holder | $0 | $6,374-100.0% | $3,972-100.0% | $11,429-100.0% |