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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,844 | $83,908-25.1% | $68,509-8.3% | $125,388-49.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.53% | 14.48%-15.0pp | 8.27%-8.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $5,096 | $3,031+68.1% | $2,278+123.7% | $4,866+4.7% |
| Participant deferral / active EE | $4,874 | $4,125+18.2% | $3,382+44.1% | $5,352-8.9% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |