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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,220 | $127,386-52.7% | $115,037-47.7% | $125,393-52.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.95% | 31.28%-34.2pp | 26.14%-29.1pp | 282.23%-285.2pp |
| Employer contribution / active EE | $2,180 | $5,166-57.8% | $4,608-52.7% | $4,866-55.2% |
| Participant deferral / active EE | $2,775 | $6,423-56.8% | $6,026-54.0% | $5,351-48.1% |
| Admin fee / account holder | $87 | $9,516-99.1% | $8,175-98.9% | $9,541-99.1% |