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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,729 | $97,020-19.9% | $83,327-6.7% | $135,380-42.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.63% | 12.31%-11.7pp | 10.64%-10.0pp | 519.81%-519.2pp |
| Employer contribution / active EE | $6,127 | $4,144+47.9% | $3,379+81.3% | $4,779+28.2% |
| Participant deferral / active EE | $10,435 | $5,964+75.0% | $5,565+87.5% | $5,609+86.0% |
| Admin fee / account holder | $66 | $8,426-99.2% | $7,540-99.1% | $10,828-99.4% |