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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,323 | $75,935+115.1% | $60,547+169.7% | $125,389+30.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.73% | -5.38%+2.6pp | 335.64%-338.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $19,632 | $3,438+471.0% | $2,419+711.4% | $4,866+303.4% |
| Participant deferral / active EE | $7,000 | $4,506+55.3% | $3,328+110.4% | $5,352+30.8% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |