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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,980 | $100,772-26.6% | $86,690-14.7% | $134,493-45.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -4.33% | 29.06%-33.4pp | 35.93%-40.3pp | 418.01%-422.3pp |
| Employer contribution / active EE | $14,300 | $3,490+309.8% | $2,837+404.1% | $4,740+201.7% |
| Participant deferral / active EE | $24,833 | $5,338+365.2% | $4,656+433.3% | $6,400+288.0% |
| Admin fee / account holder | $0 | $10,920-100.0% | $7,490-100.0% | $11,425-100.0% |