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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,030 | $95,895-5.1% | $79,576+14.4% | $134,509-32.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 5.60% | -2.72%+8.3pp | 0.15%+5.5pp | 418.13%-412.5pp |
| Employer contribution / active EE | $18,853 | $3,128+502.6% | $2,413+681.2% | $4,741+297.7% |
| Participant deferral / active EE | $9,909 | $4,693+111.1% | $3,985+148.6% | $6,400+54.8% |
| Admin fee / account holder | $7 | $9,129-99.9% | $6,834-99.9% | $11,427-99.9% |