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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,465 | $167,522-65.7% | $151,639-62.1% | $134,532-57.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.46% | 7.81%-28.3pp | 3.34%-23.8pp | 418.27%-438.7pp |
| Employer contribution / active EE | $8,898 | $6,828+30.3% | $6,165+44.3% | $4,741+87.7% |
| Participant deferral / active EE | $26,231 | $8,986+191.9% | $8,363+213.6% | $6,401+309.8% |
| Admin fee / account holder | $158 | $13,780-98.9% | $11,613-98.6% | $11,429-98.6% |