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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,367 | $99,032+41.7% | $80,022+75.4% | $135,380+3.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.58% | 15.39%-24.0pp | 11.22%-19.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $16,756 | $4,282+291.3% | $3,686+354.6% | $5,609+198.7% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |