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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,101 | $67,214+208.1% | $61,491+236.8% | $134,532+53.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.68% | -12.08%-0.6pp | -12.98%+0.3pp | 418.27%-430.9pp |
| Employer contribution / active EE | $16,020 | $4,974+222.1% | $4,246+277.3% | $4,741+237.9% |
| Participant deferral / active EE | $4,800 | $6,103-21.4% | $5,188-7.5% | $6,401-25.0% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,429-100.0% |