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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,615 | $83,908-36.1% | $68,509-21.7% | $125,389-57.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.58% | 14.48%-17.1pp | 8.27%-10.9pp | 282.24%-284.8pp |
| Employer contribution / active EE | $5,539 | $3,031+82.8% | $2,278+143.2% | $4,866+13.8% |
| Participant deferral / active EE | $10,027 | $4,125+143.1% | $3,382+196.4% | $5,352+87.4% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |