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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,778 | $211,946-60.9% | $169,452-51.1% | $135,380-38.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.50% | 3.26%-8.8pp | 1.83%-7.3pp | 519.81%-525.3pp |
| Employer contribution / active EE | $11,998 | $5,117+134.5% | $4,157+188.6% | $4,779+151.1% |
| Participant deferral / active EE | $1,865 | $6,075-69.3% | $5,277-64.7% | $5,609-66.7% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |