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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,673 | $105,867+113.2% | $90,760+148.6% | $134,532+67.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.69% | -10.99%-7.7pp | -12.16%-6.5pp | 418.27%-437.0pp |
| Employer contribution / active EE | $3,258 | $3,464-5.9% | $2,922+11.5% | $4,741-31.3% |
| Participant deferral / active EE | $5,226 | $5,217+0.2% | $4,565+14.5% | $6,401-18.4% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |