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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,983 | $167,533-24.2% | $151,645-16.3% | $134,545-5.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.45% | 7.81%-27.3pp | 3.34%-22.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $17,078 | $6,828+150.1% | $6,165+177.0% | $4,742+260.2% |
| Participant deferral / active EE | $19,232 | $8,985+114.0% | $8,363+130.0% | $6,401+200.4% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |