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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,754 | $69,518+20.5% | $59,883+39.9% | $135,382-38.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.54% | 7.95%-15.5pp | 3.46%-11.0pp | 519.77%-527.3pp |
| Employer contribution / active EE | $8,511 | $3,235+163.1% | $2,722+212.7% | $4,779+78.1% |
| Participant deferral / active EE | $13,991 | $4,204+232.8% | $3,402+311.3% | $5,609+149.4% |
| Admin fee / account holder | $74 | $5,734-98.7% | $3,591-97.9% | $10,829-99.3% |