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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,388 | $113,941+74.1% | $94,229+110.5% | $125,389+58.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.96% | 5.29%-6.3pp | 10.68%-11.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $11,746 | $4,727+148.5% | $3,587+227.5% | $4,866+141.4% |
| Participant deferral / active EE | $6,092 | $5,179+17.6% | $4,320+41.0% | $5,352+13.8% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |