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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,987 | $167,522-80.9% | $151,639-78.9% | $134,532-76.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.16% | 7.81%-18.0pp | 3.34%-13.5pp | 418.27%-428.4pp |
| Employer contribution / active EE | $9,147 | $6,828+34.0% | $6,165+48.4% | $4,741+92.9% |
| Participant deferral / active EE | $4,515 | $8,986-49.8% | $8,363-46.0% | $6,401-29.5% |
| Admin fee / account holder | $34 | $13,780-99.8% | $11,613-99.7% | $11,429-99.7% |