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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,161 | $69,518+36.9% | $59,883+58.9% | $135,377-29.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.32% | 7.95%-16.3pp | 3.46%-11.8pp | 519.75%-528.1pp |
| Employer contribution / active EE | $4,975 | $3,235+53.8% | $2,722+82.8% | $4,779+4.1% |
| Participant deferral / active EE | $7,500 | $4,204+78.4% | $3,402+120.5% | $5,609+33.7% |
| Admin fee / account holder | $15 | $5,734-99.7% | $3,591-99.6% | $10,828-99.9% |