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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,561 | $92,219+32.9% | $76,766+59.7% | $135,382-9.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.09% | 5.46%-11.6pp | 2.43%-8.5pp | 519.77%-525.9pp |
| Employer contribution / active EE | $6,523 | $3,216+102.8% | $2,485+162.5% | $4,779+36.5% |
| Participant deferral / active EE | $15,747 | $4,508+249.3% | $3,851+308.9% | $5,609+180.7% |
| Admin fee / account holder | $131 | $10,749-98.8% | $6,675-98.0% | $10,829-98.8% |