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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,379 | $87,542+106.0% | $75,782+138.0% | $125,393+43.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.89% | 13.48%-12.6pp | 9.68%-8.8pp | 282.23%-281.3pp |
| Employer contribution / active EE | $8,122 | $3,930+106.7% | $3,323+144.4% | $4,866+66.9% |
| Participant deferral / active EE | $6,365 | $4,229+50.5% | $3,652+74.3% | $5,351+18.9% |
| Admin fee / account holder | $213 | $6,502-96.7% | $5,300-96.0% | $9,541-97.8% |