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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,459 | $131,835-20.8% | $108,582-3.8% | $273,972-61.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.47% | -91.57%+98.0pp | -51.70%+58.2pp | 41.46%-35.0pp |
| Employer contribution / active EE | $11,046 | $4,913+124.8% | $3,758+193.9% | $4,869+126.9% |
| Participant deferral / active EE | $7,697 | $5,127+50.1% | $4,311+78.5% | $5,287+45.6% |
| Admin fee / account holder | $265 | $10,253-97.4% | $7,645-96.5% | $10,133-97.4% |