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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,716 | $167,522-25.0% | $151,639-17.1% | $134,532-6.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.16% | 7.81%-26.0pp | 3.34%-21.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $14,567 | $6,828+113.3% | $6,165+136.3% | $4,741+207.2% |
| Participant deferral / active EE | $9,335 | $8,986+3.9% | $8,363+11.6% | $6,401+45.8% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |