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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,410 | $72,404+64.9% | $110,243+8.3% | $64,173+86.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.24% | -6.29%-1.0pp | 314.76%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,511 | $2,282+97.7% | $3,827+17.9% | $2,381+89.5% |
| Participant deferral / active EE | $3,086 | $3,469-11.0% | $4,672-33.9% | $3,470-11.0% |
| Admin fee / account holder | $68 | $5,664-98.8% | $8,548-99.2% | $4,887-98.6% |