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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,825 | $131,835-33.4% | $108,582-19.1% | $273,972-67.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.18% | -91.57%+95.8pp | -51.70%+55.9pp | 41.46%-37.3pp |
| Employer contribution / active EE | $10,860 | $4,913+121.1% | $3,758+188.9% | $4,869+123.0% |
| Participant deferral / active EE | $11,264 | $5,127+119.7% | $4,311+161.3% | $5,287+113.0% |
| Admin fee / account holder | $31 | $10,253-99.7% | $7,645-99.6% | $10,133-99.7% |