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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,067 | $131,835-8.9% | $108,582+10.6% | $273,972-56.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.03% | -91.57%+98.6pp | -51.70%+58.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $7,227 | $4,913+47.1% | $3,758+92.3% | $4,869+48.4% |
| Participant deferral / active EE | $12,623 | $5,127+146.2% | $4,311+192.8% | $5,287+138.7% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |