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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,229 | $167,504-34.2% | $151,628-27.3% | $134,509-18.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.67% | 7.81%-28.5pp | 3.34%-24.0pp | 418.13%-438.8pp |
| Employer contribution / active EE | $10,372 | $6,828+51.9% | $6,165+68.2% | $4,741+118.8% |
| Participant deferral / active EE | $16,383 | $8,985+82.3% | $8,363+95.9% | $6,400+156.0% |
| Admin fee / account holder | $164 | $13,779-98.8% | $11,613-98.6% | $11,427-98.6% |