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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,577 | $167,504-34.0% | $151,628-27.1% | $134,509-17.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.57% | 7.81%-26.4pp | 3.34%-21.9pp | 418.13%-436.7pp |
| Employer contribution / active EE | $15,182 | $6,828+122.4% | $6,165+146.3% | $4,741+220.3% |
| Participant deferral / active EE | $16,317 | $8,985+81.6% | $8,363+95.1% | $6,400+154.9% |
| Admin fee / account holder | $23 | $13,779-99.8% | $11,613-99.8% | $11,427-99.8% |