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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,672 | $107,809+40.7% | $90,657+67.3% | $135,379+12.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.29% | -0.90%-3.4pp | 1.89%-6.2pp | 519.79%-524.1pp |
| Employer contribution / active EE | $10,586 | $3,018+250.8% | $2,532+318.1% | $4,779+121.5% |
| Participant deferral / active EE | $6,175 | $3,872+59.5% | $3,424+80.3% | $5,609+10.1% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |