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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,727 | $167,522-70.3% | $151,639-67.2% | $134,532-63.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.62% | 7.81%-25.4pp | 3.34%-21.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $13,964 | $6,828+104.5% | $6,165+126.5% | $4,741+194.5% |
| Participant deferral / active EE | $9,614 | $8,986+7.0% | $8,363+14.9% | $6,401+50.2% |
| Admin fee / account holder | $150 | $13,780-98.9% | $11,613-98.7% | $11,429-98.7% |