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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,892 | $127,387-63.2% | $115,038-59.2% | $125,389-62.6% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -2.82% | 31.28%-34.1pp | 26.14%-29.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $5,808 | $5,166+12.4% | $4,608+26.0% | $4,866+19.3% |
| Participant deferral / active EE | $9,456 | $6,423+47.2% | $6,026+56.9% | $5,352+76.7% |
| Admin fee / account holder | $30 | $9,516-99.7% | $8,175-99.6% | $9,541-99.7% |