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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,545 | $152,651-61.6% | $105,218-44.4% | $125,388-53.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -1.54% | 8.24%-9.8pp | 5.33%-6.9pp | 282.24%-283.8pp |
| Employer contribution / active EE | $12,000 | $4,802+149.9% | $3,255+268.6% | $4,866+146.6% |
| Participant deferral / active EE | $17,500 | $6,660+162.8% | $4,867+259.6% | $5,352+227.0% |
| Admin fee / account holder | $0 | $14,248-100.0% | $6,992-100.0% | $9,541-100.0% |