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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,686 | $84,518+17.9% | $67,704+47.2% | $125,389-20.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.23% | 2.57%-3.8pp | 25.41%-26.6pp | 282.24%-283.5pp |
| Employer contribution / active EE | $4,373 | $3,292+32.8% | $2,559+70.9% | $4,866-10.1% |
| Participant deferral / active EE | $12,238 | $4,430+176.3% | $3,585+241.3% | $5,352+128.7% |
| Admin fee / account holder | $6 | $5,340-99.9% | $4,255-99.9% | $9,541-99.9% |