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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,186 | $167,522-30.0% | $151,639-22.7% | $134,532-12.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.39% | 7.81%-12.2pp | 3.34%-7.7pp | 418.27%-422.7pp |
| Employer contribution / active EE | $7,155 | $6,828+4.8% | $6,165+16.1% | $4,741+50.9% |
| Participant deferral / active EE | $14,237 | $8,986+58.4% | $8,363+70.2% | $6,401+122.4% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |