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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,981 | $127,386-82.7% | $115,037-80.9% | $125,388-82.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.12% | 31.28%-34.4pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $5,730 | $5,166+10.9% | $4,608+24.4% | $4,866+17.8% |
| Participant deferral / active EE | $3,995 | $6,423-37.8% | $6,026-33.7% | $5,352-25.3% |
| Admin fee / account holder | $100 | $9,516-99.0% | $8,175-98.8% | $9,541-99.0% |