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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,881 | $167,522-39.2% | $151,639-32.8% | $134,532-24.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.72% | 7.81%-28.5pp | 3.34%-24.1pp | 418.27%-439.0pp |
| Employer contribution / active EE | $10,876 | $6,828+59.3% | $6,165+76.4% | $4,741+129.4% |
| Participant deferral / active EE | $7,848 | $8,986-12.7% | $8,363-6.2% | $6,401+22.6% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |