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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,659 | $95,915+102.9% | $79,580+144.6% | $134,532+44.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.06% | -2.71%-15.4pp | 0.15%-18.2pp | 418.27%-436.3pp |
| Employer contribution / active EE | $11,736 | $3,129+275.1% | $2,413+386.3% | $4,741+147.5% |
| Participant deferral / active EE | $9,537 | $4,693+103.2% | $3,985+139.3% | $6,401+49.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |