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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,588 | $167,533-63.8% | $151,645-60.0% | $134,545-55.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.99% | 7.81%-23.8pp | 3.34%-19.3pp | 418.37%-434.4pp |
| Employer contribution / active EE | $14,959 | $6,828+119.1% | $6,165+142.6% | $4,742+215.5% |
| Participant deferral / active EE | $9,988 | $8,985+11.2% | $8,363+19.4% | $6,401+56.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |