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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,552 | $140,592-42.7% | $123,106-34.6% | $125,388-35.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.10% | 16.80%-18.9pp | 13.22%-15.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $7,772 | $6,041+28.6% | $5,151+50.9% | $4,866+59.7% |
| Participant deferral / active EE | $9,987 | $6,980+43.1% | $6,229+60.3% | $5,352+86.6% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |