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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,231 | $64,311+4.5% | $57,356+17.2% | $125,389-46.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.27% | 25.14%-25.4pp | 24.41%-24.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $2,931 | $3,193-8.2% | $2,689+9.0% | $4,866-39.8% |
| Participant deferral / active EE | $4,803 | $3,846+24.9% | $3,162+51.9% | $5,352-10.3% |
| Admin fee / account holder | $26 | $5,243-99.5% | $3,357-99.2% | $9,541-99.7% |