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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,218 | $113,941-20.8% | $94,229-4.3% | $125,389-28.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.96% | 5.29%-3.3pp | 10.68%-8.7pp | 282.24%-280.3pp |
| Employer contribution / active EE | $11,584 | $4,727+145.0% | $3,587+223.0% | $4,866+138.0% |
| Participant deferral / active EE | $7,171 | $5,179+38.5% | $4,320+66.0% | $5,352+34.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |