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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,076 | $87,546+23.5% | $75,784+42.6% | $125,389-13.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.13% | 13.49%-13.6pp | 9.68%-9.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,957 | $3,930-50.2% | $3,323-41.1% | $4,866-59.8% |
| Participant deferral / active EE | $3,766 | $4,230-11.0% | $3,652+3.1% | $5,352-29.6% |
| Admin fee / account holder | $8 | $6,503-99.9% | $5,300-99.9% | $9,541-99.9% |