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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,173 | $91,911+69.9% | $68,612+127.6% | $135,380+15.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -2.92% | -8.22%+5.3pp | -4.63%+1.7pp | 519.81%-522.7pp |
| Employer contribution / active EE | $4,415 | $3,924+12.5% | $2,625+68.2% | $4,779-7.6% |
| Participant deferral / active EE | $6,194 | $4,315+43.5% | $3,311+87.1% | $5,609+10.4% |
| Admin fee / account holder | $24 | $9,240-99.7% | $5,131-99.5% | $10,828-99.8% |