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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,033 | $127,387-54.4% | $115,038-49.6% | $125,389-53.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.09% | 31.28%-33.4pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $9,305 | $5,166+80.1% | $4,608+101.9% | $4,866+91.2% |
| Participant deferral / active EE | $2,446 | $6,423-61.9% | $6,026-59.4% | $5,352-54.3% |
| Admin fee / account holder | $61 | $9,516-99.4% | $8,175-99.3% | $9,541-99.4% |