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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,014 | $97,881+61.4% | $80,004+97.5% | $125,389+26.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -3.13% | 9.36%-12.5pp | 7.63%-10.8pp | 282.24%-285.4pp |
| Employer contribution / active EE | $1,836 | $3,128-41.3% | $2,473-25.8% | $4,866-62.3% |
| Participant deferral / active EE | $6,851 | $3,744+83.0% | $3,204+113.8% | $5,352+28.0% |
| Admin fee / account holder | $109 | $6,278-98.3% | $5,033-97.8% | $9,541-98.9% |