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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,947 | $167,533-35.0% | $151,645-28.2% | $134,545-19.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.81% | 7.81%-21.6pp | 3.34%-17.2pp | 418.37%-432.2pp |
| Employer contribution / active EE | $15,007 | $6,828+119.8% | $6,165+143.4% | $4,742+216.5% |
| Participant deferral / active EE | $16,307 | $8,985+81.5% | $8,363+95.0% | $6,401+154.7% |
| Admin fee / account holder | $20 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |