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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,927 | $107,809+37.2% | $90,657+63.2% | $135,379+9.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.84% | -0.90%-2.9pp | 1.89%-5.7pp | 519.79%-523.6pp |
| Employer contribution / active EE | $10,858 | $3,018+259.8% | $2,532+328.9% | $4,779+127.2% |
| Participant deferral / active EE | $8,781 | $3,872+126.8% | $3,424+156.4% | $5,609+56.6% |
| Admin fee / account holder | $125 | $5,931-97.9% | $4,994-97.5% | $10,828-98.8% |