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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,456 | $174,875-6.0% | $125,391+31.2% | - |
| Participation rate | 100.0% | 70.4%+29.6pp | 82.4%+17.6pp | - |
| Annual return | 3.58% | -12.92%+16.5pp | 572.41%-568.8pp | - |
| Employer contribution / active EE | $7,758 | $3,570+117.3% | $4,816+61.1% | - |
| Participant deferral / active EE | $0 | $6,354-100.0% | $7,448-100.0% | - |
| Admin fee / account holder | $0 | $56,366-100.0% | $10,009-100.0% | - |