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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,538 | $97,020+46.9% | $83,327+71.1% | $135,380+5.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.42% | 12.31%-15.7pp | 10.64%-14.1pp | 519.81%-523.2pp |
| Employer contribution / active EE | $20,990 | $4,144+406.6% | $3,379+521.2% | $4,779+339.2% |
| Participant deferral / active EE | $9,517 | $5,964+59.6% | $5,565+71.0% | $5,609+69.7% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |