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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,520 | $127,387-65.8% | $115,038-62.2% | $125,389-65.3% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -2.57% | 31.28%-33.8pp | 26.14%-28.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $9,701 | $5,166+87.8% | $4,608+110.5% | $4,866+99.4% |
| Participant deferral / active EE | $4,551 | $6,423-29.1% | $6,026-24.5% | $5,352-15.0% |
| Admin fee / account holder | $179 | $9,516-98.1% | $8,175-97.8% | $9,541-98.1% |