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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,049 | $92,219+48.6% | $76,767+78.5% | $135,380+1.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.09% | 5.46%-11.5pp | 2.43%-8.5pp | 519.81%-525.9pp |
| Employer contribution / active EE | $7,538 | $3,216+134.4% | $2,485+203.3% | $4,779+57.7% |
| Participant deferral / active EE | $4,475 | $4,508-0.7% | $3,852+16.2% | $5,609-20.2% |
| Admin fee / account holder | $9 | $10,749-99.9% | $6,675-99.9% | $10,828-99.9% |