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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,873 | $105,867+60.5% | $90,760+87.2% | $134,532+26.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.52% | -10.99%-4.5pp | -12.16%-3.4pp | 418.27%-433.8pp |
| Employer contribution / active EE | $3,398 | $3,464-1.9% | $2,922+16.3% | $4,741-28.3% |
| Participant deferral / active EE | $11,471 | $5,217+119.9% | $4,565+151.3% | $6,401+79.2% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |