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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,487 | $95,188+56.0% | $76,518+94.1% | $135,380+9.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.09% | 4.85%-13.9pp | -0.27%-8.8pp | 519.81%-528.9pp |
| Employer contribution / active EE | $16,500 | $3,303+399.6% | $2,647+523.3% | $4,779+245.3% |
| Participant deferral / active EE | $24,500 | $4,640+428.0% | $3,836+538.7% | $5,609+336.8% |
| Admin fee / account holder | $140 | $6,249-97.8% | $4,849-97.1% | $10,828-98.7% |