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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,875 | $127,387-73.4% | $115,038-70.6% | $125,389-73.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.94% | 31.28%-32.2pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $16,787 | $5,166+224.9% | $4,608+264.3% | $4,866+245.0% |
| Participant deferral / active EE | $4,091 | $6,423-36.3% | $6,026-32.1% | $5,352-23.6% |
| Admin fee / account holder | $80 | $9,516-99.2% | $8,175-99.0% | $9,541-99.2% |