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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,796 | $86,701+178.9% | $73,309+229.8% | $125,389+92.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.14% | 2.78%-4.9pp | 5.67%-7.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $11,691 | $4,152+181.6% | $3,237+261.2% | $4,866+140.3% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |