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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,693 | $82,314+109.8% | $68,808+151.0% | $134,532+28.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.98% | -2.18%-10.8pp | -6.37%-6.6pp | 418.27%-431.3pp |
| Employer contribution / active EE | $6,881 | $3,301+108.4% | $2,656+159.1% | $4,741+45.1% |
| Participant deferral / active EE | $10,289 | $4,740+117.1% | $3,942+161.0% | $6,401+60.7% |
| Admin fee / account holder | $3 | $6,484-100.0% | $4,936-99.9% | $11,429-100.0% |