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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,360 | $167,533-65.8% | $151,645-62.2% | $134,545-57.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.93% | 7.81%-27.7pp | 3.34%-23.3pp | 418.37%-438.3pp |
| Employer contribution / active EE | $1,870 | $6,828-72.6% | $6,165-69.7% | $4,742-60.6% |
| Participant deferral / active EE | $10,000 | $8,985+11.3% | $8,363+19.6% | $6,401+56.2% |
| Admin fee / account holder | $24 | $13,781-99.8% | $11,614-99.8% | $11,431-99.8% |