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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,186 | $106,115+102.8% | $85,969+150.3% | $125,389+71.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -3.22% | 13.93%-17.2pp | 9.32%-12.5pp | 282.24%-285.5pp |
| Employer contribution / active EE | $6,233 | $4,537+37.4% | $3,474+79.4% | $4,866+28.1% |
| Participant deferral / active EE | $7,296 | $4,859+50.1% | $3,829+90.5% | $5,352+36.3% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |