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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,533 | $87,544+110.8% | $75,784+143.5% | $125,388+47.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.93% | 13.49%-14.4pp | 9.68%-10.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $3,425 | $3,930-12.8% | $3,323+3.1% | $4,866-29.6% |
| Participant deferral / active EE | $6,726 | $4,229+59.0% | $3,652+84.2% | $5,352+25.7% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |