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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,676 | $167,522-60.2% | $151,639-56.0% | $134,532-50.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.79% | 7.81%-17.6pp | 3.34%-13.1pp | 418.27%-428.1pp |
| Employer contribution / active EE | $18,041 | $6,828+164.2% | $6,165+192.6% | $4,741+280.5% |
| Participant deferral / active EE | $10,898 | $8,986+21.3% | $8,363+30.3% | $6,401+70.3% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |