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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,343 | $131,835-52.7% | $108,582-42.6% | $273,972-77.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.85% | -91.57%+101.4pp | -51.70%+61.5pp | 41.46%-31.6pp |
| Employer contribution / active EE | $11,667 | $4,913+137.5% | $3,758+210.4% | $4,869+139.6% |
| Participant deferral / active EE | $6,000 | $5,127+17.0% | $4,311+39.2% | $5,287+13.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |