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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,897 | $127,387-49.8% | $115,038-44.5% | $125,389-49.0% |
| Participation rate | 76.9% | 84.2%-7.2pp | 81.4%-4.4pp | 83.2%-6.3pp |
| Annual return | -0.98% | 31.28%-32.3pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $6,077 | $5,166+17.6% | $4,608+31.9% | $4,866+24.9% |
| Participant deferral / active EE | $5,174 | $6,423-19.4% | $6,026-14.1% | $5,352-3.3% |
| Admin fee / account holder | $40 | $9,516-99.6% | $8,175-99.5% | $9,541-99.6% |