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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,686 | $72,177+36.7% | $115,038-14.2% | $59,633+65.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.49% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $3,320 | $2,841+16.9% | $4,608-27.9% | $2,203+50.7% |
| Participant deferral / active EE | $6,088 | $4,783+27.3% | $6,026+1.0% | $3,192+90.7% |
| Admin fee / account holder | $257 | $4,927-94.8% | $8,175-96.9% | $4,297-94.0% |