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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,291 | $86,705+19.1% | $73,309+40.9% | $125,393-17.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.03% | 2.78%-5.8pp | 5.67%-8.7pp | 282.23%-285.3pp |
| Employer contribution / active EE | $7,769 | $4,152+87.1% | $3,237+140.0% | $4,866+59.7% |
| Participant deferral / active EE | $14,683 | $5,549+164.6% | $4,991+194.2% | $5,351+174.4% |
| Admin fee / account holder | $0 | $7,772-100.0% | $5,637-100.0% | $9,541-100.0% |