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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,476 | $167,504-78.8% | $151,628-76.6% | $134,509-73.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.25% | 7.81%-16.1pp | 3.34%-11.6pp | 418.13%-426.4pp |
| Employer contribution / active EE | $22,000 | $6,828+222.2% | $6,165+256.9% | $4,741+364.1% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |