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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,708 | $64,311+13.1% | $57,356+26.8% | $125,389-42.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.59% | 25.14%-26.7pp | 24.41%-26.0pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,886 | $3,193-9.6% | $2,689+7.3% | $4,866-40.7% |
| Participant deferral / active EE | $4,015 | $3,846+4.4% | $3,162+27.0% | $5,352-25.0% |
| Admin fee / account holder | $32 | $5,243-99.4% | $3,357-99.1% | $9,541-99.7% |