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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,792 | $87,546-24.8% | $75,784-13.2% | $125,389-47.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.74% | 13.49%-15.2pp | 9.68%-11.4pp | 282.24%-284.0pp |
| Employer contribution / active EE | $7,939 | $3,930+102.0% | $3,323+138.9% | $4,866+63.2% |
| Participant deferral / active EE | $6,997 | $4,230+65.4% | $3,652+91.6% | $5,352+30.7% |
| Admin fee / account holder | $250 | $6,503-96.2% | $5,300-95.3% | $9,541-97.4% |