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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,278 | $95,188+24.3% | $76,518+54.6% | $135,379-12.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.06% | 4.85%-8.9pp | -0.27%-3.8pp | 519.79%-523.8pp |
| Employer contribution / active EE | $8,161 | $3,303+147.1% | $2,647+208.3% | $4,779+70.8% |
| Participant deferral / active EE | $25,332 | $4,640+446.0% | $3,836+560.4% | $5,609+351.6% |
| Admin fee / account holder | $150 | $6,249-97.6% | $4,849-96.9% | $10,828-98.6% |