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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,223 | $167,533-75.4% | $151,645-72.8% | $134,545-69.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.56% | 7.81%-20.4pp | 3.34%-15.9pp | 418.37%-430.9pp |
| Employer contribution / active EE | $24,777 | $6,828+262.9% | $6,165+301.9% | $4,742+422.5% |
| Participant deferral / active EE | $7,591 | $8,985-15.5% | $8,363-9.2% | $6,401+18.6% |
| Admin fee / account holder | $65 | $13,781-99.5% | $11,614-99.4% | $11,431-99.4% |