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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,391 | $167,522-22.2% | $151,639-14.0% | $134,532-3.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.95% | 7.81%-17.8pp | 3.34%-13.3pp | 418.27%-428.2pp |
| Employer contribution / active EE | $9,070 | $6,828+32.8% | $6,165+47.1% | $4,741+91.3% |
| Participant deferral / active EE | $16,858 | $8,986+87.6% | $8,363+101.6% | $6,401+163.4% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |