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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,210 | $140,592-33.7% | $123,106-24.3% | $125,393-25.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.91% | 16.80%-18.7pp | 13.22%-15.1pp | 282.23%-284.1pp |
| Employer contribution / active EE | $10,237 | $6,041+69.4% | $5,151+98.7% | $4,866+110.4% |
| Participant deferral / active EE | $10,085 | $6,980+44.5% | $6,229+61.9% | $5,351+88.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |