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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,206 | $131,835-21.0% | $108,582-4.0% | $273,972-62.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.89% | -91.57%+98.5pp | -51.70%+58.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $7,113 | $4,913+44.8% | $3,758+89.3% | $4,869+46.1% |
| Participant deferral / active EE | $5,333 | $5,127+4.0% | $4,311+23.7% | $5,287+0.9% |
| Admin fee / account holder | $2 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |