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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,559 | $167,522-41.2% | $151,639-35.0% | $134,532-26.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.04% | 7.81%-26.9pp | 3.34%-22.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $8,948 | $6,828+31.0% | $6,165+45.1% | $4,741+88.7% |
| Participant deferral / active EE | $43,601 | $8,986+385.2% | $8,363+421.3% | $6,401+581.2% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |