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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,336 | $167,503-34.1% | $151,627-27.2% | $134,493-18.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.55% | 7.80%-24.4pp | 3.33%-19.9pp | 418.01%-434.6pp |
| Employer contribution / active EE | $9,792 | $6,829+43.4% | $6,166+58.8% | $4,740+106.6% |
| Participant deferral / active EE | $12,392 | $8,985+37.9% | $8,363+48.2% | $6,400+93.6% |
| Admin fee / account holder | $20 | $13,777-99.9% | $11,612-99.8% | $11,425-99.8% |