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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,489 | $86,701+7.8% | $73,309+27.5% | $125,389-25.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.89% | 2.78%-4.7pp | 5.67%-7.6pp | 282.24%-284.1pp |
| Employer contribution / active EE | $10,895 | $4,152+162.4% | $3,237+236.6% | $4,866+123.9% |
| Participant deferral / active EE | $8,000 | $5,549+44.2% | $4,991+60.3% | $5,352+49.5% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |