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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,527 | $131,835-32.1% | $108,582-17.5% | $273,972-67.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.03% | -91.57%+99.6pp | -51.70%+59.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $9,759 | $4,913+98.6% | $3,758+159.6% | $4,869+100.4% |
| Participant deferral / active EE | $11,452 | $5,127+123.3% | $4,311+165.7% | $5,287+116.6% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |