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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,268 | $82,314+150.6% | $68,808+199.8% | $134,532+53.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.00% | -2.18%-9.8pp | -6.37%-5.6pp | 418.27%-430.3pp |
| Employer contribution / active EE | $20,932 | $3,301+534.1% | $2,656+688.2% | $4,741+341.5% |
| Participant deferral / active EE | $14,750 | $4,740+211.2% | $3,942+274.2% | $6,401+130.4% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |