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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,663 | $167,352-72.7% | $143,788-68.2% | $134,509-66.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.50% | 0.47%-12.0pp | -0.03%-11.5pp | 418.13%-429.6pp |
| Employer contribution / active EE | $6,030 | $5,620+7.3% | $4,952+21.8% | $4,741+27.2% |
| Participant deferral / active EE | $3,083 | $6,447-52.2% | $5,638-45.3% | $6,400-51.8% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |