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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,381 | $167,533-64.6% | $151,645-60.8% | $134,545-55.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.32% | 7.81%-17.1pp | 3.34%-12.7pp | 418.37%-427.7pp |
| Employer contribution / active EE | $14,888 | $6,828+118.0% | $6,165+141.5% | $4,742+214.0% |
| Participant deferral / active EE | $16,596 | $8,985+84.7% | $8,363+98.5% | $6,401+159.3% |
| Admin fee / account holder | $152 | $13,781-98.9% | $11,614-98.7% | $11,431-98.7% |