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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,528 | $167,522-59.7% | $151,639-55.5% | $134,532-49.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.92% | 7.81%-28.7pp | 3.34%-24.3pp | 418.27%-439.2pp |
| Employer contribution / active EE | $16,303 | $6,828+138.8% | $6,165+164.4% | $4,741+243.9% |
| Participant deferral / active EE | $13,817 | $8,986+53.8% | $8,363+65.2% | $6,401+115.9% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |