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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,932 | $167,533-34.4% | $151,645-27.5% | $134,545-18.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.31% | 7.81%-27.1pp | 3.34%-22.7pp | 418.37%-437.7pp |
| Employer contribution / active EE | $8,403 | $6,828+23.1% | $6,165+36.3% | $4,742+77.2% |
| Participant deferral / active EE | $9,230 | $8,985+2.7% | $8,363+10.4% | $6,401+44.2% |
| Admin fee / account holder | $20 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |