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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,296 | $83,908+35.0% | $68,509+65.4% | $125,389-9.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.19% | 14.48%-14.7pp | 8.27%-8.5pp | 282.24%-282.4pp |
| Employer contribution / active EE | $4,187 | $3,031+38.1% | $2,278+83.8% | $4,866-14.0% |
| Participant deferral / active EE | $4,080 | $4,125-1.1% | $3,382+20.6% | $5,352-23.8% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |