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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,867 | $142,361+53.0% | $119,608+82.2% | $134,509+62.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.41% | -12.46%-4.9pp | -14.98%-2.4pp | 418.13%-435.5pp |
| Employer contribution / active EE | $20,797 | $5,224+298.1% | $4,232+391.4% | $4,741+338.7% |
| Participant deferral / active EE | $14,405 | $6,468+122.7% | $5,601+157.2% | $6,400+125.1% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |