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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,613 | $147,167+1.7% | $111,392+34.3% | $135,379+10.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -8.16% | -4.44%-3.7pp | -2.06%-6.1pp | 519.79%-527.9pp |
| Employer contribution / active EE | $11,004 | $5,204+111.5% | $4,328+154.3% | $4,779+130.3% |
| Participant deferral / active EE | $17,983 | $6,565+173.9% | $5,567+223.0% | $5,609+220.6% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,828-100.0% |