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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,768 | $95,917+143.7% | $79,583+193.7% | $134,545+73.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.19% | -2.70%-15.5pp | 0.16%-18.4pp | 418.37%-436.6pp |
| Employer contribution / active EE | $7,024 | $3,129+124.5% | $2,414+191.0% | $4,742+48.1% |
| Participant deferral / active EE | $8,534 | $4,694+81.8% | $3,986+114.1% | $6,401+33.3% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |