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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,869 | $167,533-23.7% | $151,645-15.7% | $134,545-5.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.99% | 7.81%-23.8pp | 3.34%-19.3pp | 418.37%-434.4pp |
| Employer contribution / active EE | $4,982 | $6,828-27.0% | $6,165-19.2% | $4,742+5.1% |
| Participant deferral / active EE | $18,593 | $8,985+106.9% | $8,363+122.3% | $6,401+190.5% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |