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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,296 | $142,361-19.0% | $119,608-3.6% | $134,509-14.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.02% | -12.46%-4.6pp | -14.98%-2.0pp | 418.13%-435.2pp |
| Employer contribution / active EE | $37,500 | $5,224+617.9% | $4,232+786.0% | $4,741+691.1% |
| Participant deferral / active EE | $20,084 | $6,468+210.5% | $5,601+258.5% | $6,400+213.8% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |