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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,034 | $167,533-71.9% | $151,645-69.0% | $134,545-65.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.91% | 7.81%-17.7pp | 3.34%-13.2pp | 418.37%-428.3pp |
| Employer contribution / active EE | $25,270 | $6,828+270.1% | $6,165+309.9% | $4,742+433.0% |
| Participant deferral / active EE | $7,695 | $8,985-14.4% | $8,363-8.0% | $6,401+20.2% |
| Admin fee / account holder | $204 | $13,781-98.5% | $11,614-98.2% | $11,431-98.2% |