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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,677 | $140,578+7.2% | $100,671+49.7% | $125,393+20.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.61% | 24.67%-24.1pp | 20.43%-19.8pp | 282.23%-281.6pp |
| Employer contribution / active EE | $15,944 | $5,965+167.3% | $4,012+297.4% | $4,866+227.7% |
| Participant deferral / active EE | $1,375 | $3,981-65.5% | $3,144-56.3% | $5,351-74.3% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |