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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,388 | $131,835-61.8% | $108,582-53.6% | $273,972-81.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.31% | -91.57%+103.9pp | -51.70%+64.0pp | 41.46%-29.1pp |
| Employer contribution / active EE | $12,503 | $4,913+154.5% | $3,758+232.7% | $4,869+156.8% |
| Participant deferral / active EE | $11,590 | $5,127+126.0% | $4,311+168.9% | $5,287+119.2% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |