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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,103 | $127,386-36.3% | $115,037-29.5% | $125,388-35.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.58% | 31.28%-32.9pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $3,177 | $5,166-38.5% | $4,608-31.0% | $4,866-34.7% |
| Participant deferral / active EE | $9,525 | $6,423+48.3% | $6,026+58.1% | $5,352+78.0% |
| Admin fee / account holder | $242 | $9,516-97.5% | $8,175-97.0% | $9,541-97.5% |