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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,734 | $167,533-73.9% | $151,645-71.2% | $134,545-67.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.78% | 7.81%-23.6pp | 3.34%-19.1pp | 418.37%-434.2pp |
| Employer contribution / active EE | $10,645 | $6,828+55.9% | $6,165+72.7% | $4,742+124.5% |
| Participant deferral / active EE | $11,775 | $8,985+31.0% | $8,363+40.8% | $6,401+83.9% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |