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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,180 | $92,219+87.8% | $76,767+125.6% | $135,380+27.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.23% | 5.46%-12.7pp | 2.43%-9.7pp | 519.81%-527.0pp |
| Employer contribution / active EE | $2,234 | $3,216-30.5% | $2,485-10.1% | $4,779-53.3% |
| Participant deferral / active EE | $4,437 | $4,508-1.6% | $3,852+15.2% | $5,609-20.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |