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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,762 | $131,835-59.2% | $108,582-50.5% | $273,972-80.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.74% | -91.57%+100.3pp | -51.70%+60.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $20,115 | $4,913+309.4% | $3,758+435.2% | $4,869+313.1% |
| Participant deferral / active EE | $10,300 | $5,127+100.9% | $4,311+138.9% | $5,287+94.8% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |