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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,279 | $91,911+137.5% | $68,612+218.1% | $135,380+61.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -8.58% | -8.22%-0.4pp | -4.63%-3.9pp | 519.81%-528.4pp |
| Employer contribution / active EE | $10,000 | $3,924+154.9% | $2,625+280.9% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |