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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,732 | $75,935+65.6% | $60,547+107.7% | $125,389+0.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.17% | -5.38%+5.2pp | 335.64%-335.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $6,231 | $3,438+81.2% | $2,419+157.5% | $4,866+28.0% |
| Participant deferral / active EE | $7,513 | $4,506+66.7% | $3,328+125.8% | $5,352+40.4% |
| Admin fee / account holder | $165 | $6,768-97.6% | $4,536-96.4% | $9,541-98.3% |