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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,716 | $113,941+56.8% | $94,229+89.7% | $125,389+42.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.36% | 5.29%-6.6pp | 10.68%-12.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $25,524 | $4,727+439.9% | $3,587+611.6% | $4,866+424.5% |
| Participant deferral / active EE | $12,000 | $5,179+131.7% | $4,320+177.8% | $5,352+124.2% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |