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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,438 | $131,835+37.6% | $108,582+67.1% | $273,972-33.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.38% | -91.57%+96.0pp | -51.70%+56.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $10,375 | $4,913+111.2% | $3,758+176.1% | $4,869+113.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $18 | $10,253-99.8% | $7,645-99.8% | $10,133-99.8% |