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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,982 | $92,219+126.6% | $76,767+172.2% | $135,380+54.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.47% | 5.46%-11.9pp | 2.43%-8.9pp | 519.81%-526.3pp |
| Employer contribution / active EE | $3,474 | $3,216+8.0% | $2,485+39.8% | $4,779-27.3% |
| 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% |