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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,810 | $97,020+15.2% | $83,327+34.2% | $135,380-17.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.87% | 12.31%-21.2pp | 10.64%-19.5pp | 519.81%-528.7pp |
| Employer contribution / active EE | $15,176 | $4,144+266.3% | $3,379+349.1% | $4,779+217.6% |
| Participant deferral / active EE | $7,421 | $5,964+24.4% | $5,565+33.3% | $5,609+32.3% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |