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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,380 | $113,935+15.3% | $94,224+39.4% | $125,393+4.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.69% | 5.29%-6.0pp | 10.68%-11.4pp | 282.23%-282.9pp |
| Employer contribution / active EE | $16,360 | $4,727+246.1% | $3,587+356.2% | $4,866+236.2% |
| Participant deferral / active EE | $12,000 | $5,179+131.7% | $4,320+177.8% | $5,351+124.2% |
| Admin fee / account holder | -$91 | $8,391-101.1% | $6,269-101.5% | $9,541-101.0% |