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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,243 | $127,387-31.5% | $115,038-24.2% | $125,389-30.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.82% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $13,068 | $5,166+153.0% | $4,608+183.6% | $4,866+168.5% |
| Participant deferral / active EE | $10,686 | $6,423+66.4% | $6,026+77.3% | $5,352+99.7% |
| Admin fee / account holder | $5 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |