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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,721 | $131,835-67.6% | $108,582-60.7% | $273,972-84.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.34% | -91.57%+99.9pp | -51.70%+60.0pp | 41.46%-33.1pp |
| Employer contribution / active EE | $13,387 | $4,913+172.5% | $3,758+256.2% | $4,869+175.0% |
| Participant deferral / active EE | $5,233 | $5,127+2.1% | $4,311+21.4% | $5,287-1.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |