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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,930 | $167,533-30.8% | $151,645-23.6% | $134,545-13.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.78% | 7.81%-26.6pp | 3.34%-22.1pp | 418.37%-437.2pp |
| Employer contribution / active EE | $8,028 | $6,828+17.6% | $6,165+30.2% | $4,742+69.3% |
| Participant deferral / active EE | $16,498 | $8,985+83.6% | $8,363+97.3% | $6,401+157.7% |
| Admin fee / account holder | $63 | $13,781-99.5% | $11,614-99.5% | $11,431-99.5% |