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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,792 | $154,193-25.6% | $130,045-11.7% | $139,466-17.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.07% | 32.51%-16.4pp | -137.30%+153.4pp | 373.66%-357.6pp |
| Employer contribution / active EE | $1,803 | $5,292-65.9% | $4,321-58.3% | $4,754-62.1% |
| Participant deferral / active EE | $7,774 | $6,709+15.9% | $5,820+33.6% | $6,712+15.8% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |