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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,820 | $167,522-51.8% | $151,639-46.7% | $134,532-39.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.75% | 7.81%-19.6pp | 3.34%-15.1pp | 418.27%-430.0pp |
| Employer contribution / active EE | $22,816 | $6,828+234.1% | $6,165+270.1% | $4,741+381.2% |
| Participant deferral / active EE | $17,346 | $8,986+93.0% | $8,363+107.4% | $6,401+171.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |