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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,386 | $100,811+41.2% | $86,698+64.2% | $134,545+5.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.34% | 29.11%-44.4pp | 35.96%-51.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $13,484 | $3,490+286.3% | $2,837+375.3% | $4,742+184.4% |
| Participant deferral / active EE | $5,870 | $5,339+9.9% | $4,656+26.1% | $6,401-8.3% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |