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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,285 | $69,518+100.4% | $59,883+132.6% | $135,382+2.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.94% | 7.95%-14.9pp | 3.46%-10.4pp | 519.77%-526.7pp |
| Employer contribution / active EE | $8,313 | $3,235+157.0% | $2,722+205.4% | $4,779+74.0% |
| Participant deferral / active EE | $10,998 | $4,204+161.6% | $3,402+223.3% | $5,609+96.1% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,829-100.0% |