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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,920 | $97,020+16.4% | $83,327+35.5% | $135,380-16.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.97% | 12.31%-18.3pp | 10.64%-16.6pp | 519.81%-525.8pp |
| Employer contribution / active EE | $18,578 | $4,144+348.4% | $3,379+449.8% | $4,779+288.7% |
| Participant deferral / active EE | $14,183 | $5,964+137.8% | $5,565+154.8% | $5,609+152.9% |
| Admin fee / account holder | $122 | $8,426-98.6% | $7,540-98.4% | $10,828-98.9% |