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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,657 | $87,546+102.9% | $75,784+134.4% | $125,389+41.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.04% | 13.49%-15.5pp | 9.68%-11.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $8,302 | $3,930+111.2% | $3,323+149.8% | $4,866+70.6% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $37 | $6,503-99.4% | $5,300-99.3% | $9,541-99.6% |