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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,998 | $86,701+45.3% | $73,309+71.9% | $125,389+0.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.40% | 2.78%-3.2pp | 5.67%-6.1pp | 282.24%-282.6pp |
| Employer contribution / active EE | $4,268 | $4,152+2.8% | $3,237+31.8% | $4,866-12.3% |
| Participant deferral / active EE | $10,678 | $5,549+92.4% | $4,991+114.0% | $5,352+99.5% |
| Admin fee / account holder | $6 | $7,768-99.9% | $5,635-99.9% | $9,541-99.9% |