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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,393 | $131,835-54.9% | $108,582-45.3% | $273,972-78.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.01% | -91.57%+98.6pp | -51.70%+58.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $9,378 | $4,913+90.9% | $3,758+149.5% | $4,869+92.6% |
| Participant deferral / active EE | $6,083 | $5,127+18.6% | $4,311+41.1% | $5,287+15.1% |
| Admin fee / account holder | $25 | $10,253-99.8% | $7,645-99.7% | $10,133-99.8% |