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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,610 | $127,387-56.3% | $115,038-51.7% | $125,389-55.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.83% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $8,252 | $5,166+59.7% | $4,608+79.1% | $4,866+69.6% |
| Participant deferral / active EE | $6,251 | $6,423-2.7% | $6,026+3.7% | $5,352+16.8% |
| Admin fee / account holder | $136 | $9,516-98.6% | $8,175-98.3% | $9,541-98.6% |