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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,596 | $106,115+30.6% | $85,969+61.2% | $125,389+10.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -0.60% | 13.93%-14.5pp | 9.32%-9.9pp | 282.24%-282.8pp |
| Employer contribution / active EE | $11,286 | $4,537+148.8% | $3,474+224.8% | $4,866+131.9% |
| Participant deferral / active EE | $3,489 | $4,859-28.2% | $3,829-8.9% | $5,352-34.8% |
| Admin fee / account holder | $8 | $8,144-99.9% | $6,053-99.9% | $9,541-99.9% |