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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,248 | $85,790+67.0% | $67,313+112.8% | $135,380+5.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.45% | -0.54%-3.9pp | -4.08%-0.4pp | 519.81%-524.3pp |
| Employer contribution / active EE | $26,505 | $3,487+660.0% | $2,566+933.1% | $4,779+454.6% |
| Participant deferral / active EE | $18,667 | $4,651+301.4% | $3,568+423.1% | $5,609+232.8% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |