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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,831 | $87,546-29.4% | $75,784-18.4% | $125,389-50.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.25% | 13.49%-15.7pp | 9.68%-11.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $14,909 | $3,930+279.3% | $3,323+348.6% | $4,866+206.4% |
| Participant deferral / active EE | $7,103 | $4,230+67.9% | $3,652+94.5% | $5,352+32.7% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |