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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,268 | $127,387-52.7% | $115,038-47.6% | $125,389-51.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.29% | 31.28%-33.6pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $6,984 | $5,166+35.2% | $4,608+51.6% | $4,866+43.5% |
| Participant deferral / active EE | $7,192 | $6,423+12.0% | $6,026+19.3% | $5,352+34.4% |
| Admin fee / account holder | $264 | $9,516-97.2% | $8,175-96.8% | $9,541-97.2% |