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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,077 | $140,578-44.5% | $100,671-22.4% | $125,389-37.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.04% | 24.67%-27.7pp | 20.43%-23.5pp | 282.24%-285.3pp |
| Employer contribution / active EE | $6,680 | $5,965+12.0% | $4,012+66.5% | $4,866+37.3% |
| Participant deferral / active EE | $12,000 | $3,981+201.4% | $3,144+281.7% | $5,352+124.2% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |