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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,549 | $167,504-63.3% | $151,628-59.4% | $134,509-54.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.04% | 7.81%-26.8pp | 3.34%-22.4pp | 418.13%-437.2pp |
| Employer contribution / active EE | $11,374 | $6,828+66.6% | $6,165+84.5% | $4,741+139.9% |
| Participant deferral / active EE | $9,675 | $8,985+7.7% | $8,363+15.7% | $6,400+51.2% |
| Admin fee / account holder | $19 | $13,779-99.9% | $11,613-99.8% | $11,427-99.8% |