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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,986 | $113,941+10.6% | $94,229+33.7% | $125,389+0.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.40% | 5.29%-6.7pp | 10.68%-12.1pp | 282.24%-283.6pp |
| Employer contribution / active EE | $9,125 | $4,727+93.0% | $3,587+154.4% | $4,866+87.5% |
| Participant deferral / active EE | $8,201 | $5,179+58.3% | $4,320+89.8% | $5,352+53.2% |
| Admin fee / account holder | $68 | $8,392-99.2% | $6,269-98.9% | $9,541-99.3% |