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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,386 | $92,219+96.7% | $76,767+136.3% | $135,380+34.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.47% | 5.46%-13.9pp | 2.43%-10.9pp | 519.81%-528.3pp |
| Employer contribution / active EE | $19,623 | $3,216+510.2% | $2,485+689.6% | $4,779+310.6% |
| Participant deferral / active EE | $6,787 | $4,508+50.5% | $3,852+76.2% | $5,609+21.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |