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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,146 | $140,592-51.5% | $123,105-44.6% | $125,389-45.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.87% | 16.80%-19.7pp | 13.22%-16.1pp | 282.24%-285.1pp |
| Employer contribution / active EE | $34,562 | $6,041+472.1% | $5,151+571.0% | $4,866+610.3% |
| Participant deferral / active EE | $14,400 | $6,980+106.3% | $6,229+131.2% | $5,352+169.1% |
| Admin fee / account holder | $99 | $11,198-99.1% | $9,014-98.9% | $9,541-99.0% |