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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,189 | $167,522-19.9% | $151,639-11.5% | $134,532-0.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.36% | 7.81%-24.2pp | 3.34%-19.7pp | 418.27%-434.6pp |
| Employer contribution / active EE | $10,926 | $6,828+60.0% | $6,165+77.2% | $4,741+130.5% |
| Participant deferral / active EE | $26,256 | $8,986+192.2% | $8,363+213.9% | $6,401+310.2% |
| Admin fee / account holder | $40 | $13,780-99.7% | $11,613-99.7% | $11,429-99.6% |