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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,853 | $131,835-15.2% | $108,582+3.0% | $273,972-59.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.06% | -91.57%+99.6pp | -51.70%+59.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $9,240 | $4,913+88.1% | $3,758+145.9% | $4,869+89.8% |
| Participant deferral / active EE | $20,400 | $5,127+297.9% | $4,311+373.2% | $5,287+285.8% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |