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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,635 | $87,546-74.1% | $75,784-70.1% | $125,389-81.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.53% | 13.49%-14.0pp | 9.68%-10.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $12,088 | $3,930+207.6% | $3,323+263.7% | $4,866+148.4% |
| Participant deferral / active EE | $6,674 | $4,230+57.8% | $3,652+82.8% | $5,352+24.7% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |