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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,280 | $131,835+37.5% | $108,582+67.0% | $273,972-33.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.15% | -91.57%+100.7pp | -51.70%+60.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $3,849 | $4,913-21.6% | $3,758+2.4% | $4,869-20.9% |
| Participant deferral / active EE | $5,841 | $5,127+13.9% | $4,311+35.5% | $5,287+10.5% |
| Admin fee / account holder | $42 | $10,253-99.6% | $7,645-99.5% | $10,133-99.6% |