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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,037 | $127,387-39.5% | $115,038-33.0% | $125,389-38.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.98% | 31.28%-33.3pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,174 | $5,166-77.3% | $4,608-74.5% | $4,866-75.9% |
| Participant deferral / active EE | $12,276 | $6,423+91.1% | $6,026+103.7% | $5,352+129.4% |
| Admin fee / account holder | $216 | $9,516-97.7% | $8,175-97.4% | $9,541-97.7% |