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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,873 | $127,387-38.9% | $115,038-32.3% | $125,389-37.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.24% | 31.28%-31.5pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $10,759 | $5,166+108.3% | $4,608+133.5% | $4,866+121.1% |
| Participant deferral / active EE | $8,538 | $6,423+32.9% | $6,026+41.7% | $5,352+59.5% |
| Admin fee / account holder | $248 | $9,516-97.4% | $8,175-97.0% | $9,541-97.4% |