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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,969 | $69,541+45.2% | $59,899+68.6% | $135,380-25.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.17% | 7.95%-12.1pp | 3.46%-7.6pp | 519.81%-524.0pp |
| Employer contribution / active EE | $3,684 | $3,236+13.8% | $2,723+35.3% | $4,779-22.9% |
| Participant deferral / active EE | $8,000 | $4,206+90.2% | $3,402+135.1% | $5,609+42.6% |
| Admin fee / account holder | $45 | $5,737-99.2% | $3,592-98.8% | $10,828-99.6% |