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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,730 | $97,020-8.5% | $83,322+6.5% | $135,379-34.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.41% | 12.31%-15.7pp | 10.64%-14.0pp | 519.79%-523.2pp |
| Employer contribution / active EE | $10,935 | $4,144+163.9% | $3,379+223.6% | $4,779+128.8% |
| Participant deferral / active EE | $13,135 | $5,964+120.2% | $5,565+136.0% | $5,609+134.2% |
| Admin fee / account holder | $8 | $8,426-99.9% | $7,540-99.9% | $10,828-99.9% |