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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,345 | $105,866+18.4% | $90,766+38.1% | $134,545-6.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.13% | -10.99%-2.1pp | -12.16%-1.0pp | 418.37%-431.5pp |
| Employer contribution / active EE | $15,449 | $3,464+346.0% | $2,922+428.7% | $4,742+225.8% |
| Participant deferral / active EE | $8,185 | $5,217+56.9% | $4,565+79.3% | $6,401+27.9% |
| Admin fee / account holder | $14 | $13,938-99.9% | $8,446-99.8% | $11,431-99.9% |