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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,989 | $64,719+164.2% | $112,249+52.3% | $68,486+149.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.20% | -11.40%-0.8pp | 27.48%-39.7pp | -7.85%-4.3pp |
| Employer contribution / active EE | $9,677 | $2,747+252.3% | $3,636+166.2% | $2,597+272.7% |
| Participant deferral / active EE | $5,769 | $3,565+61.8% | $4,729+22.0% | $4,028+43.2% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |