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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,738 | $81,870+140.3% | $119,622+64.5% | $68,486+187.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -11.27% | -23.82%+12.6pp | -14.98%+3.7pp | -7.85%-3.4pp |
| Employer contribution / active EE | $20,338 | $2,692+655.5% | $4,232+380.5% | $2,597+683.2% |
| Participant deferral / active EE | $10,375 | $4,148+150.1% | $5,601+85.2% | $4,028+157.6% |
| Admin fee / account holder | $24 | $6,583-99.6% | $10,328-99.8% | $5,404-99.6% |