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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,041 | $69,518+97.1% | $59,887+128.8% | $135,379+1.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.57% | 7.95%-9.5pp | 3.46%-5.0pp | 519.79%-521.4pp |
| Employer contribution / active EE | $2,600 | $3,235-19.6% | $2,722-4.5% | $4,779-45.6% |
| Participant deferral / active EE | $1,300 | $4,204-69.1% | $3,402-61.8% | $5,609-76.8% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |