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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,842 | $131,835-63.0% | $108,582-55.0% | $273,972-82.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.92% | -91.57%+98.5pp | -51.70%+58.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $13,435 | $4,913+173.5% | $3,758+257.5% | $4,869+175.9% |
| Participant deferral / active EE | $6,000 | $5,127+17.0% | $4,311+39.2% | $5,287+13.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |