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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,757 | $92,219+164.3% | $76,768+217.5% | $135,379+80.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.62% | 5.46%-12.1pp | 2.43%-9.0pp | 519.79%-526.4pp |
| Employer contribution / active EE | $21,864 | $3,216+579.9% | $2,485+779.8% | $4,779+357.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |