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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,569 | $91,911+125.8% | $68,612+202.5% | $135,379+53.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 0.41% | -8.22%+8.6pp | -4.63%+5.0pp | 519.79%-519.4pp |
| Employer contribution / active EE | $5,000 | $3,924+27.4% | $2,625+90.5% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |