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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,546 | $167,504-78.8% | $151,628-76.6% | $134,509-73.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.70% | 7.81%-28.5pp | 3.34%-24.0pp | 418.13%-438.8pp |
| Employer contribution / active EE | $9,474 | $6,828+38.8% | $6,165+53.7% | $4,741+99.9% |
| Participant deferral / active EE | $9,951 | $8,985+10.8% | $8,363+19.0% | $6,400+55.5% |
| Admin fee / account holder | $69 | $13,779-99.5% | $11,613-99.4% | $11,427-99.4% |