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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,508 | $131,835+7.3% | $108,582+30.3% | $273,972-48.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.57% | -91.57%+96.1pp | -51.70%+56.3pp | 41.46%-36.9pp |
| Employer contribution / active EE | $4,609 | $4,913-6.2% | $3,758+22.6% | $4,869-5.3% |
| Participant deferral / active EE | $12,000 | $5,127+134.0% | $4,311+178.4% | $5,287+127.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |