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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,880 | $106,115+0.7% | $85,969+24.3% | $125,389-14.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.14% | 13.93%-16.1pp | 9.32%-11.5pp | 282.24%-284.4pp |
| Employer contribution / active EE | $5,500 | $4,537+21.2% | $3,474+58.3% | $4,866+13.0% |
| Participant deferral / active EE | $2,200 | $4,859-54.7% | $3,829-42.5% | $5,352-58.9% |
| Admin fee / account holder | $18 | $8,144-99.8% | $6,053-99.7% | $9,541-99.8% |