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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,403 | $142,3920% | $119,622+19.0% | $134,532+5.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.15% | -12.46%-2.7pp | -14.98%-0.2pp | 418.27%-433.4pp |
| Employer contribution / active EE | $20,548 | $5,224+293.4% | $4,232+385.5% | $4,741+333.4% |
| Participant deferral / active EE | $17,490 | $6,467+170.4% | $5,601+212.3% | $6,401+173.2% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |