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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,950 | $167,533-40.3% | $151,645-34.1% | $134,545-25.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.94% | 7.81%-13.8pp | 3.34%-9.3pp | 418.37%-424.3pp |
| Employer contribution / active EE | $25,000 | $6,828+266.1% | $6,165+305.5% | $4,742+427.3% |
| Participant deferral / active EE | $22,667 | $8,985+152.3% | $8,363+171.0% | $6,401+254.1% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |