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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,349 | $131,835+14.0% | $108,582+38.5% | $273,972-45.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.25% | -91.57%+101.8pp | -51.70%+61.9pp | 41.46%-31.2pp |
| Employer contribution / active EE | $5,882 | $4,913+19.7% | $3,758+56.5% | $4,869+20.8% |
| Participant deferral / active EE | $4,361 | $5,127-15.0% | $4,311+1.2% | $5,287-17.5% |
| Admin fee / account holder | $8 | $10,253-99.9% | $7,645-99.9% | $10,133-99.9% |