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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,723 | $131,835+16.6% | $108,582+41.6% | $273,972-43.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.85% | -91.57%+100.4pp | -51.70%+60.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $8,425 | $4,913+71.5% | $3,758+124.2% | $4,869+73.0% |
| Participant deferral / active EE | $7,239 | $5,127+41.2% | $4,311+67.9% | $5,287+36.9% |
| Admin fee / account holder | $29 | $10,253-99.7% | $7,645-99.6% | $10,133-99.7% |