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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,999 | $100,811+38.9% | $86,698+61.5% | $134,545+4.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.52% | 29.11%-39.6pp | 35.96%-46.5pp | 418.37%-428.9pp |
| Employer contribution / active EE | $10,946 | $3,490+213.6% | $2,837+285.9% | $4,742+130.9% |
| Participant deferral / active EE | $2,808 | $5,339-47.4% | $4,656-39.7% | $6,401-56.1% |
| Admin fee / account holder | $160 | $10,926-98.5% | $7,492-97.9% | $11,431-98.6% |