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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,261 | $167,533-48.5% | $151,645-43.1% | $134,545-35.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.69% | 7.81%-24.5pp | 3.34%-20.0pp | 418.37%-435.1pp |
| Employer contribution / active EE | $10,234 | $6,828+49.9% | $6,165+66.0% | $4,742+115.8% |
| Participant deferral / active EE | $6,169 | $8,985-31.3% | $8,363-26.2% | $6,401-3.6% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |