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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,929 | $87,546+71.3% | $75,784+97.8% | $125,389+19.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.35% | 13.49%-15.8pp | 9.68%-12.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $6,040 | $3,930+53.7% | $3,323+81.7% | $4,866+24.1% |
| Participant deferral / active EE | $2,707 | $4,230-36.0% | $3,652-25.9% | $5,352-49.4% |
| Admin fee / account holder | $40 | $6,503-99.4% | $5,300-99.2% | $9,541-99.6% |