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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,507 | $211,946-47.4% | $169,452-34.2% | $135,380-17.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.20% | 3.26%-8.5pp | 1.83%-7.0pp | 519.81%-525.0pp |
| Employer contribution / active EE | $11,441 | $5,117+123.6% | $4,157+175.2% | $4,779+139.4% |
| Participant deferral / active EE | $12,204 | $6,075+100.9% | $5,277+131.3% | $5,609+117.6% |
| Admin fee / account holder | $5 | $11,472-100.0% | $9,110-99.9% | $10,828-100.0% |