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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,685 | $75,935+152.4% | $60,547+216.6% | $125,393+52.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.53% | -5.38%+4.8pp | 335.64%-336.2pp | 282.23%-282.8pp |
| Employer contribution / active EE | $9,027 | $3,438+162.6% | $2,419+273.1% | $4,866+85.5% |
| Participant deferral / active EE | $15,669 | $4,506+247.7% | $3,328+370.9% | $5,351+192.8% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |