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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,389 | $95,917+129.8% | $79,583+176.9% | $134,545+63.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.88% | -2.70%-14.2pp | 0.16%-17.0pp | 418.37%-435.2pp |
| Employer contribution / active EE | $3,228 | $3,129+3.1% | $2,414+33.7% | $4,742-31.9% |
| Participant deferral / active EE | $10,970 | $4,694+133.7% | $3,986+175.2% | $6,401+71.4% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |