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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,999 | $127,387-56.8% | $115,038-52.2% | $125,389-56.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.60% | 31.28%-31.9pp | 26.14%-26.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $8,592 | $5,166+66.3% | $4,608+86.5% | $4,866+76.6% |
| Participant deferral / active EE | $6,147 | $6,423-4.3% | $6,026+2.0% | $5,352+14.9% |
| Admin fee / account holder | $171 | $9,516-98.2% | $8,175-97.9% | $9,541-98.2% |