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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,091 | $167,522-26.5% | $151,639-18.8% | $134,532-8.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.93% | 7.81%-17.7pp | 3.34%-13.3pp | 418.27%-428.2pp |
| Employer contribution / active EE | $14,197 | $6,828+107.9% | $6,165+130.3% | $4,741+199.4% |
| Participant deferral / active EE | $23,870 | $8,986+165.6% | $8,363+185.4% | $6,401+272.9% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |