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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,050 | $83,908-24.9% | $68,509-8.0% | $125,389-49.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.62% | 14.48%-16.1pp | 8.27%-9.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $16,079 | $3,031+430.5% | $2,278+605.9% | $4,866+230.4% |
| Participant deferral / active EE | $9,611 | $4,125+133.0% | $3,382+184.1% | $5,352+79.6% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |