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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,009 | $87,546+9.7% | $75,784+26.7% | $125,389-23.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.46% | 13.49%-15.9pp | 9.68%-12.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $6,523 | $3,930+66.0% | $3,323+96.3% | $4,866+34.1% |
| Participant deferral / active EE | $7,628 | $4,230+80.3% | $3,652+108.9% | $5,352+42.5% |
| Admin fee / account holder | $21 | $6,503-99.7% | $5,300-99.6% | $9,541-99.8% |