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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,965 | $67,411+15.7% | $91,004-14.3% | $70,126+11.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.79% | -40.16%+59.0pp | 4.60%+14.2pp | 73.15%-54.4pp |
| Employer contribution / active EE | $14,127 | $1,786+691.0% | $2,456+475.3% | $2,343+503.1% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $153 | $4,236-96.4% | $5,417-97.2% | $4,645-96.7% |