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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,885 | $113,941+43.8% | $94,229+73.9% | $125,389+30.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.43% | 5.29%-5.7pp | 10.68%-11.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $4,850 | $4,727+2.6% | $3,587+35.2% | $4,866-0.3% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $35 | $8,392-99.6% | $6,269-99.4% | $9,541-99.6% |