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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,762 | $82,314+203.4% | $68,808+263.0% | $134,532+85.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.56% | -2.18%-14.4pp | -6.37%-10.2pp | 418.27%-434.8pp |
| Employer contribution / active EE | $5,188 | $3,301+57.2% | $2,656+95.3% | $4,741+9.4% |
| Participant deferral / active EE | $14,194 | $4,740+199.5% | $3,942+260.1% | $6,401+121.7% |
| Admin fee / account holder | $86 | $6,484-98.7% | $4,936-98.3% | $11,429-99.2% |