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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,836 | $106,115-6.9% | $85,969+15.0% | $125,389-21.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 1.80% | 13.93%-12.1pp | 9.32%-7.5pp | 282.24%-280.4pp |
| Employer contribution / active EE | $10,865 | $4,537+139.5% | $3,474+212.7% | $4,866+123.3% |
| Participant deferral / active EE | $6,000 | $4,859+23.5% | $3,829+56.7% | $5,352+12.1% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |