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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,895 | $95,917+46.9% | $79,583+77.0% | $134,545+4.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.37% | -2.70%-14.7pp | 0.16%-17.5pp | 418.37%-435.7pp |
| Employer contribution / active EE | $9,150 | $3,129+192.4% | $2,414+279.1% | $4,742+93.0% |
| Participant deferral / active EE | $10,425 | $4,694+122.1% | $3,986+161.6% | $6,401+62.9% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |