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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,542 | $127,387-41.5% | $115,038-35.2% | $125,389-40.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.48% | 31.28%-31.8pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $6,043 | $5,166+17.0% | $4,608+31.1% | $4,866+24.2% |
| Participant deferral / active EE | $18,000 | $6,423+180.2% | $6,026+198.7% | $5,352+236.3% |
| Admin fee / account holder | $50 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |