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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,012 | $113,941+16.7% | $94,229+41.2% | $125,389+6.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.14% | 5.29%-8.4pp | 10.68%-13.8pp | 282.24%-285.4pp |
| Employer contribution / active EE | $8,871 | $4,727+87.7% | $3,587+147.3% | $4,866+82.3% |
| Participant deferral / active EE | $8,110 | $5,179+56.6% | $4,320+87.7% | $5,352+51.5% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |