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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,194 | $82,674+59.9% | $125,363+5.4% | $68,495+93.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -2.80% | -5.97%+3.2pp | 572.15%-575.0pp | -7.84%+5.0pp |
| Employer contribution / active EE | $10,161 | $3,382+200.5% | $4,815+111.0% | $2,596+291.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |