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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,705 | $95,917-8.6% | $79,583+10.2% | $134,545-34.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 1.05% | -2.70%+3.8pp | 0.16%+0.9pp | 418.37%-417.3pp |
| Employer contribution / active EE | $7,254 | $3,129+131.8% | $2,414+200.5% | $4,742+53.0% |
| Participant deferral / active EE | $6,552 | $4,694+39.6% | $3,986+64.4% | $6,401+2.4% |
| Admin fee / account holder | $149 | $9,132-98.4% | $6,835-97.8% | $11,431-98.7% |