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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,198 | $95,915+33.7% | $79,580+61.1% | $134,532-4.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.90% | -2.71%-10.2pp | 0.15%-13.1pp | 418.27%-431.2pp |
| Employer contribution / active EE | $16,770 | $3,129+436.0% | $2,413+594.9% | $4,741+253.7% |
| Participant deferral / active EE | $21,800 | $4,693+364.5% | $3,985+447.0% | $6,401+240.6% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |